Finward Bancorp More: the full row for Finward Bancorp 5,600 $533K 0.41% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 5,554 $529K 0.13% -58 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 5,545 $528K 0.38% -250 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 5,541 $528K 0.21% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 5,524 $526K 0.2% +760 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,515 $525K 0.04% -964 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,511 $525K 0.01% +1,230 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,494 $523K 0.1% +450 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,494 $523K 0.26% +220 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 5,492 $523K 0.17% -2,713 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 5,480 $522K 0.28% 0 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 5,470 $521K 0.03% new 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 5,434 $520K 0.07% -67 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,454 $519K 0.08% -907 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,443 $518K 0.06% -3,262 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,433 $517K 0.07% +561 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,405 $515K 0.08% +379 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,403 $515K 0.32% +68 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 5,385 $513K 0.32% -14 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,376 $512K 0.08% -9 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,360 $510K 0.14% +1,004 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,359 $510K +2,862 Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,340 $509K 0.4% -90 13F-HR/A Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,325 $507K 0.03% +2,213 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,314 $506K 0.05% -598 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 5,310 $506K 0.25% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,304 $505K 0.04% +129 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,301 $505K 0.01% +805 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 5,292 $504K 0.08% -13,033 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 5,235 $499K 0.1% -184 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 5,220 $497K 0.08% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,177 $497K 0.01% +1,618 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,212 $496K 0.05% +348 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 5,208 $496K 0.31% -16 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 5,204 $496K 0.04% -1,847 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 5,199 $495K 0.11% -79 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 5,188 $494K 0.07% -7,718 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,153 $491K 0.23% -62 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,142 $490K 0.06% +689 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,129 $489K 0.03% -176 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,102 $486K 0.07% -1,550 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,099 $486K 0.36% 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,088 $485K 0.06% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,071 $483K 0.1% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 5,067 $483K 0.43% -900 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,032 $482K 0.01% +96 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,026 $479K 0.03% +772 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 5,022 $478K 0.09% +161 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,020 $478K 0.09% -98 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,008 $477K 0.09% -610 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 5,000 $476K 0.25% 0 13F-HR Timeline Group Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,991 $475K 0.24% +227 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 4,980 $474K 0.16% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 5,434 $474K 0.04% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,974 $474K 0.02% +330 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,944 $471K 0.22% +365 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 4,892 $469K 0.14% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,928 $469K 0.02% +215 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,910 $468K 0.11% +200 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,900 $467K 0.41% +50 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,892 $466K 0.02% +1,918 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,887 $465K 0.18% +14 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,886 $465K 0.04% +1,509 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,843 $461K 0.06% +342 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 4,838 $461K 0.09% +10 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 4,816 $459K 0.07% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,800 $457K 0.05% +1,415 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 4,800 $457K 0.16% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,786 $456K 0.06% -1,038 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,757 $453K 0.07% +2,190 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 4,750 $452K 0.1% -160 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,744 $452K 0.06% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,736 $451K 0.17% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,693 $450K 0.09% +239 13F-HR/A Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,706 $448K 0.23% +495 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,699 $448K 0.01% -64 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,690 $447K 0.15% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,669 $445K 0.16% -38 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,650 $443K 0.09% +1 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,639 $442K 0.21% +110 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 4,632 $441K +128 Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,614 $439K 0.08% -169 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 4,605 $439K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,591 $437K 0.15% -2,692 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 4,589 $437K 0.01% -100 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,566 $435K <0.01% +546 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,553 $434K 0.03% -35 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 4,549 $433K 0.19% +618 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,542 $433K 0.11% -61 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,539 $432K 0.07% -3,169 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,529 $431K 0.3% +132 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 4,517 $430K 0.01% +4,505 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,511 $430K 0.22% +673 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,503 $429K 0.03% +1,246 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,503 $429K 0.35% 0 13F-HR Timeline CAPITAL INTERNATIONAL SARL in group Capital International Investo… More: the full row for CAPITAL INTERNATIONAL SARL 4,465 $425K 0.01% +494 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,431 $425K 0.03% +147 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,444 $423K 0.01% +84 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,440 $423K 0.13% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 4,438 $423K 0.27% +46 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,434 $422K 0.33% -312 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,391 $418K 0.06% +1,457 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,326 $415K <0.01% +235 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,357 $415K 0.2% +200 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,313 $411K 0.16% +117 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,310 $410K 0.35% +49 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,301 $410K 0.05% +62 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4,297 $409K 0.08% +103 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,294 $409K 0.17% -950 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 4,284 $408K 0.03% -383 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,279 $407K 0.1% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 4,278 $407K 0.12% +6 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,234 $406K 0.22% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,252 $405K 0.13% -60 13F-HR Timeline InvesTrust More: the full row for InvesTrust 4,230 $403K 0.15% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,110 $402K 0.04% +1,047 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,205 $401K 0.19% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,205 $400K 0.12% -66 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 4,200 $400K 0.01% -740 13F-HR/A Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,196 $400K <0.01% -10,773 13F-HR Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 4,180 $398K 0.07% +424 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,178 $398K 0.04% +66 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,171 $397K 0.2% +130 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 4,169 $397K 0.07% +53 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 4,159 $396K 0.01% +32 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,148 $395K 0.29% -246 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 4,145 $395K 0.38% -188 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,139 $394K 0.1% +82 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,148 $393K 0.05% +2,641 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,129 $393K 0.04% -323 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,125 $393K <0.01% -138 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,117 $392K 0.04% -108 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,265 $391K 0.14% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,108 $391K 0.01% +1,583 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,106 $391K 0.06% new 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,106 $391K 0.22% +34 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,101 $391K 0.02% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,085 $389K 0.01% +142 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,078 $388K 0.01% +1,236 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 4,061 $387K 0.12% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,055 $386K 0.04% +156 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,050 $386K 0.34% -49 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,047 $385K 0.16% +20 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,035 $384K 0.02% +65 13F-HR Timeline Group Northwest Financial Advisors More: the full row for Northwest Financial Advisors 4,015 $382K 0.49% +2 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,000 $381K 0.06% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,995 $380K 0.03% -15 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,989 $380K 0.15% -45 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,956 $377K 0.04% -55 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,941 $375K 0.17% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,933 $375K 0.13% +567 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,910 $372K 0.02% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,908 $372K 0.03% -280 13F-HR/A Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,900 $371K 0.28% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,877 $369K 0.02% +721 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,843 $369K 0.04% -25 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 3,851 $367K 0.26% -5 13F-HR/A Timeline AXS Investments LLC More: the full row for AXS Investments LLC 3,843 $366K 0.12% +1,276 13F-HR/A Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,840 $366K 0.25% -87 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,827 $364K 0.02% 0 13F-HR Timeline PRIMECAP MANAGEMENT CO/CA/ More: the full row for PRIMECAP MANAGEMENT CO/CA/ 3,820 $364K <0.01% -445,170 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,814 $363K 0.04% new 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,806 $362K 0.04% -654 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,800 $362K 0.03% -1,904 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,669 $361K 0.03% +224 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,768 $359K 0.04% new 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 3,767 $359K 0.26% +379 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,734 $358K 0.08% +78 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 3,748 $357K 0.21% -54 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,747 $357K 0.02% -231 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,739 $356K 0.02% +1,629 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,711 $353K 0.07% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,710 $353K 0.08% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,697 $352K 0.14% +109 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,696 $352K 0.16% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,696 $352K 0.02% +477 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,695 $352K 0.02% +247 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,690 $351K 0.17% +1,304 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 3,688 $351K 0.2% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 3,685 $351K <0.01% -9,599 13F-HR/A Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,677 $351K 0.1% -10,718 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,675 $350K 0.06% +607 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,667 $349K 0.34% +62 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,664 $349K 0.04% -206 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,651 $348K 0.02% +659 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,636 $346K 0.03% +1,123 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,600 $345K 0.08% -4,800 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,621 $345K 0.02% +321 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,620 $345K 0.16% 0 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,610 $344K 0.02% -1,125 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,591 $342K 0.22% -153 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,578 $341K 0.11% +652 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,574 $340K 0.04% -184 13F-HR/A Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,575 $340K 0.02% -5,926 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,569 $340K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,565 $340K 0.01% +249 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,561 $339K 0.07% +11 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,555 $339K 0.06% -1,600 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,535 $337K 0.12% -200 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,519 $335K 0.13% -322 13F-HR Timeline