Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,950 $300K 0.29% -500 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,943 $300K 0.01% +308 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,932 $299K 0.02% -648 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,902 $298K 0.02% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 5,895 $297K 0.09% new 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 5,800 $293K 0.02% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,755 $290K 0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,743 $290K <0.01% +973 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 5,715 $288K 0.07% -3,200 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 5,609 $283K 0.25% -13,141 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,600 $282K <0.01% -1,721 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,527 $279K 0.04% -107 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 5,519 $278K 0.08% -2,605 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,408 $278K 0.01% new 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 5,516 $278K 0.06% +8 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 5,485 $277K 0.18% +332 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,456 $275K <0.01% -151 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 5,442 $274K 0.02% 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,393 $272K <0.01% -1,650 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 5,300 $267K 0.16% -30 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,243 $264K 0.07% new 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 5,225 $264K 0.07% -74 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,220 $263K 0.02% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,189 $262K 0.05% +562 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,182 $261K <0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,170 $261K <0.01% -9,778 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 5,156 $260K 0.14% -205 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,115 $258K <0.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,087 $257K 0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,086 $257K 0.01% -307 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 5,086 $257K 0.05% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,070 $256K 0.01% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,062 $255K <0.01% -3,720 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 5,059 $255K 0.11% +639 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 5,035 $254K 0.05% -1,281 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 5,020 $253K 0.02% +284 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 5,018 $253K 0.01% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 5,011 $253K 0.07% +668 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 5,002 $252K 0.1% +2 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,000 $252K 0.02% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,981 $251K 0.14% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,843 $249K 0.01% +4 13F-HR/A Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,925 $248K <0.01% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 4,813 $243K 0.05% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,800 $242K 0.17% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,780 $241K 0.02% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,702 $237K <0.01% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 4,668 $235K 0.03% +75 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,632 $234K 0.02% +21 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,618 $233K +1,593 Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,540 $229K 0.03% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,530 $228K 0.01% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 4,520 $228K 0.02% -7 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,512 $228K 0.04% +1,399 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 4,471 $226K 0.09% new 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,430 $223K 0.05% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,083 $222K <0.01% -1,129 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,375 $221K <0.01% +462 13F-HR Timeline Group Dorato Capital Management More: the full row for Dorato Capital Management 4,353 $220K 0.16% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,339 $219K 0.01% -623 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 4,306 $217K 0.03% +880 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,184 $217K <0.01% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,266 $215K 0.03% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,260 $215K 0.03% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,252 $214K -1,328 Timeline DV Trading LLC More: the full row for DV Trading LLC 4,191 $211K 0.02% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,155 $210K <0.01% +200 13F-HR Timeline Group RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,155 $210K 0.06% -660 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,149 $209K 0.08% -480 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,143 $209K 0.07% -500 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,125 $208K 0.07% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,119 $208K <0.01% -491 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 4,112 $207K 0.02% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,107 $207K 0.01% -551 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,100 $207K <0.01% -1,587 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,085 $206K 0.01% -1,683 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,832 $204K 0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,027 $203K <0.01% +4 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 4,000 $202K 0.03% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,989 $201K 0.03% -1,243 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,988 $201K 0.02% -1,034 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,979 $201K <0.01% +428 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 3,968 $200K 0.06% -1,511 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,781 $191K <0.01% -1,102 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,768 $190K 0.08% -373 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,660 $185K 0.01% +189 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,640 $184K 0.02% +1,600 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,546 $179K <0.01% -360 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,542 $179K 0.01% -400 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,490 $176K 0.05% -175 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 3,386 $171K 0.02% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,217 $162K 0.04% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,056 $154K 0.01% +1,263 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,045 $154K 0.05% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,038 $153K 0.01% -2,711 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,130 $151K <0.01% -405 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,832 $143K <0.01% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,826 $143K 0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,811 $142K <0.01% +203 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,625 $132K 0.01% -1,327 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,522 $127K <0.01% +1,253 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,481 $125K <0.01% +692 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,458 $124K <0.01% -64 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,418 $122K 0.01% +2,167 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,360 $119K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,350 $119K 0.03% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,242 $113K <0.01% -948 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,230 $112K 0.01% -600 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,470 $111K 0.03% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,168 $110K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,129 $107K <0.01% -1,109 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,082 $105K <0.01% +694 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,000 $101K 0.04% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,984 $96K 0.05% +83 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,868 $94.2K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,808 $91.2K 0.01% -710 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,697 $85.6K 0.01% -364 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,689 $85K <0.01% -106 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,582 $85K <0.01% -328 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,637 $82.6K <0.01% +1,304 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,607 $81.1K 0.09% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,600 $80.7K 0.03% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,535 $77.4K 0.02% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,456 $73.4K -18 Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,416 $71.4K 0.01% -2 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,389 $70.1K 0.02% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,397 $70K 0.02% -518 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,330 $67K <0.01% -21,657 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,280 $64.6K 0.02% +1,000 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,254 $63.2K 0.06% -85 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,224 $61.7K <0.01% -262 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,223 $61.7K <0.01% -2,714 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,169 $59K 0.01% -220 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,167 $58.9K 0.03% +40 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,106 $55.8K <0.01% -87 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,054 $53.2K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,047 $52.8K <0.01% -238 13F-HR Timeline Group Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 1,037 $52.3K 0.03% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,022 $51.6K <0.01% +1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,008 $50.9K <0.01% +342 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 989 $49.9K <0.01% -998 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 979 $49K <0.01% +294 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 905 $45.6K <0.01% +864 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 870 $43.9K <0.01% +267 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 865 $43.6K <0.01% +276 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 860 $43.4K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 801 $40.4K <0.01% -355 13F-HR Timeline BAYBAN More: the full row for BAYBAN 800 $40.4K 0.04% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 790 $39.8K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 780 $39.3K <0.01% -105 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 750 $37.8K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 742 $37.4K 0.01% +441 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 713 $36K <0.01% +147 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 707 $35.6K 0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 700 $35.3K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 697 $33.8K 0.02% -4 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 634 $32K 0.02% +1 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 613 $30.9K <0.01% -65 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 600 $30.3K 0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 600 $30.3K 0.02% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 600 $30.3K 0.02% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 597 $30.1K 0.03% +44 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 593 $29.9K 0.01% +187 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 588 $29.9K <0.01% -744 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 580 $29.3K 0.14% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 580 $29.3K 0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 578 $29.2K <0.01% -187 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 572 $28.9K 0.02% +19 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 566 $28.5K <0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 550 $27.7K 0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 544 $27.4K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 528 $26.7K 0.01% +3 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 528 $26.6K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 516 $26K 0.01% -190 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 509 $25.7K <0.01% -67 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 500 $25.2K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 500 $25.2K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 500 $25.2K 0.02% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 482 $24.3K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 475 $24K <0.01% +52 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 469 $23.7K <0.01% +2 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 465 $23.5K <0.01% -105 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 465 $23.4K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 440 $22.2K <0.01% +9 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 437 $22K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 403 $20.3K 0.01% +3 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 402 $20.3K 0.02% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 400 $20.2K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 400 $20.2K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 398 $20K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 396 $20K <0.01% -3,824 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 388 $19.6K 0.01% +346 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 386 $19.5K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 382 $19.3K <0.01% -80 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 360 $18.2K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 362 $18K <0.01% 0 13F-HR/A Timeline S&T Bank/PA More: the full row for S&T Bank/PA 322 $16.2K 0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 322 $16.2K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 320 $16.1K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crews Bank & Trust More: the full row for Crews Bank & Trust 300 $15.1K <0.01% 0 13F-HR Timeline