Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 8,558 $1.3M 0.04% -135 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 8,545 $1.3M 0.06% 0 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 8,536 $1.3M 0.13% 0 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 8,536 $1.3M 0.09% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 8,521 $1.3M 0.06% +1,799 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 8,517 $1.3M 0.31% -61 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 8,512 $1.29M 0.33% +24 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,473 $1.29M 0.1% -551 13F-HR/A Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 8,416 $1.28M 0.12% -1,829 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 8,358 $1.27M 0.17% -325 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 8,318 $1.27M 0.15% +5 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 8,314 $1.27M 0.11% +162 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 8,301 $1.26M 0.05% -49 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 8,300 $1.26M 0.17% -100 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 8,267 $1.26M 0.25% +350 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,250 $1.26M 0.02% new 13F-HR Timeline Group Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 8,237 $1.25M 0.01% -227,119 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 8,213 $1.25M 0.03% -20,981 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 8,220 $1.25M 0.14% +2,025 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 8,214 $1.25M 0.3% -176 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,210 $1.25M 0.03% -953 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 8,202 $1.25M 0.29% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 8,195 $1.25M 0.03% +256 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,193 $1.25M 0.02% -21,261 13F-HR/A Timeline Investors Research Corp More: the full row for Investors Research Corp 8,138 $1.24M 0.24% -200 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 8,137 $1.24M 0.12% +4 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,135 $1.24M 0.02% -95 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,089 $1.23M 0.27% +4,551 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,076 $1.23M 0.04% -4 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 8,069 $1.23M 0.05% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,065 $1.23M 0.02% -1,013 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 8,056 $1.23M 0.08% -90 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 8,045 $1.22M 0.27% +2,121 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 8,053 $1.22M 0.02% -702 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 8,037 $1.22M 0.14% -1 13F-HR Timeline SOUTHPORT MANAGEMENT, L.L.C. in group SOUTHPORT MANAGEMENT, L.L.C. More: the full row for SOUTHPORT MANAGEMENT, L.L.C. 8,000 $1.22M 5.95% -2,500 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 8,000 $1.22M 0.18% -54 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 8,887 $1.21M 0.11% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,051 $1.21M 0.09% +89 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 8,154 $1.2M 0.02% -4,271 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,781 $1.2M 0.03% +1,821 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 7,837 $1.19M 0.22% -2,699 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7,832 $1.19M 0.48% 13F-HR Timeline BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 7,804 $1.19M 0.47% -450 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 7,755 $1.18M 0.29% -56 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 7,723 $1.18M 0.27% +104 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 7,712 $1.17M 0.1% -675 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 7,703 $1.17M 0.38% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 7,700 $1.17M 0.53% +1 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,697 $1.17M 0.05% +90 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,684 $1.17M 0.11% -175 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 7,667 $1.17M 0.02% -125 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,359 $1.16M +865 Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 7,577 $1.15M -119 Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 7,485 $1.14M 0.12% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 7,484 $1.14M 0.02% -578 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,461 $1.14M 0.09% -892 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7,438 $1.13M 0.16% +28 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 7,432 $1.13M 0.13% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 7,371 $1.12M 0.04% -820 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 7,339 $1.12M 0.33% +43 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,335 $1.12M 0.05% +98 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 7,315 $1.11M 0.01% -6 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 7,309 $1.11M 0.12% -89 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,251 $1.1M 0.12% -1,411 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 7,244 $1.1M 0.48% 0 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 7,243 $1.1M 0.59% new 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 7,191 $1.09M 0.03% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 7,112 $1.08M 0.22% -118 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,110 $1.08M 0.01% +668 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 7,100 $1.08M 0.02% -38 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,084 $1.08M 0.11% +3 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 7,084 $1.08M 0.48% +403 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 7,075 $1.08M 0.02% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 7,050 $1.07M <0.01% -865 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 7,040 $1.07M 0.09% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7,007 $1.07M 0.07% 0 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 7,000 $1.07M 0.37% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 7,002 $1.06M 0.24% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,973 $1.06M 0.05% -1,480 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,971 $1.06M 0.01% +666 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 6,931 $1.06M 0.31% +477 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 6,872 $1.05M 0.11% -4,972 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 6,870 $1.05M 0.28% 0 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 6,846 $1.04M 0.41% +1 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,828 $1.04M 0.07% +378 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,807 $1.04M 0.02% +149 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,780 $1.03M 0.27% -10 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 6,768 $1.03M 0.05% -400 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,753 $1.03M 0.05% -414 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 6,748 $1.03M 0.08% +399 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,723 $1.02M 0.03% +97 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,711 $1.02M 0.07% -816 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 6,690 $1.02M 0.09% +26 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,675 $1.02M 0.31% +57 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 6,671 $1.02M 0.93% -67 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,668 $1.02M 0.05% -352 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 6,668 $1.02M 0.59% +190 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,645 $1.01M 0.06% -25 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 6,618 $1.01M 0.01% -147,368 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,618 $1.01M 0.05% -2,998 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,615 $1.01M 0.22% +85 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,598 $1M 0.25% +47 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,536 $995K 0.07% +1,075 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 6,542 $995K 0.13% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 6,483 $987K 0.22% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,466 $984K 0.21% +2 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,462 $983K 0.04% +2,514 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 6,424 $978K 0.09% -73 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,409 $976K 0.02% +1,866 13F-HR Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 974,336 $974K 1.39% +967,936 13F-HR/A Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,390 $973K 0.08% -6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 6,389 $973K 0.19% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 6,380 $971K 0.06% -397 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 6,378 $971K 0.05% +117 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 6,354 $966K 0.02% -346 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,328 $963K 0.1% +1,234 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 6,326 $963K 0.17% +99 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 6,317 $962K 0.02% -4,587 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 6,317 $962K 0.02% -61 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 6,316 $962K <0.01% 0 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,296 $959K 0.13% -289 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6,293 $958K 0.31% -299 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 6,284 $957K 0.13% +17 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,279 $956K 0.04% -108 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,259 $953K 0.02% +785 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 6,454 $948K 0.53% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,271 $946K 0.03% +317 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 6,177 $940K <0.01% -1,295 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,176 $940K 0.07% +5 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 6,169 $939K 0.38% -3 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,158 $937K 0.08% -15 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,155 $937K 0.04% -21,711 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 6,150 $936K 0.19% +171 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 6,148 $936K 0.15% -480 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,130 $933K 0.03% -35 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,121 $932K 0.08% +823 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,232 $931K 0.05% new 13F-HR/A Timeline Kidder Stephen W More: the full row for Kidder Stephen W 6,112 $930K 0.28% +212 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 6,090 $927K 0.25% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,040 $920K 0.16% -338 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 6,011 $915K 0.29% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 5,984 $911K 0.26% -944 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,956 $907K 0.11% +2 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,924 $902K 0.29% -668 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 5,889 $897K 0.4% -969 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,865 $893K 0.05% -16 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,854 $891K 0.04% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,843 $890K 0.11% -291 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,836 $889K 0.07% -6,581 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,811 $885K 0.01% +557 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 5,809 $884K 0.42% -18,631 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,809 $884K 0.19% -675 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 5,801 $883K 0.04% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,798 $883K 0.07% +15 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,786 $881K 0.66% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,772 $879K 0.06% +1,982 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 5,748 $875K 0.23% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,698 $867K 0.03% +548 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,681 $865K 0.06% -403 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,645 $859K 0.12% +597 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 5,635 $858K 0.23% +244 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,626 $856K 0.01% -17,291 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,603 $853K 0.01% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,583 $850K 0.16% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,569 $848K 0.37% -102 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,568 $848K 0.07% -12 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 5,564 $847K 0.35% +208 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,564 $847K 0.02% +548 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 5,553 $845K 0.24% +8 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 5,550 $845K 0.58% -30 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 5,550 $845K 0.15% 0 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 5,546 $844K 0.02% +711 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,531 $842K 0.38% +48 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,518 $840K 0.17% -258 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 5,524 $840K 0.02% -46,615 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 5,505 $838K 0.23% +123 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,501 $837K 0.5% -1 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,497 $837K 0.1% -900 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 5,485 $835K 0.34% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,455 $834K 0.02% +1,419 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 5,457 $831K 0.39% -228 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,428 $826K 0.03% +78 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 5,400 $822K 0.07% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 5,564 $822K 0.37% -1,011 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,393 $821K 0.04% -96 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,347 $814K 0.11% +397 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 5,327 $811K 0.38% +60 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,298 $810K 0.56% +151 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 5,290 $805K 0.54% -60 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 5,289 $805K 0.07% -598 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,288 $805K -167 Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,285 $805K 0.14% -209 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,284 $804K 0.03% -4,356 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,282 $804K 0.02% +194 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,266 $802K 0.39% -84 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 5,250 $799K 0.08% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,248 $799K 0.03% -93 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 5,252 $798K 0.32% -85 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 5,240 $798K 0.48% -750 13F-HR Timeline