Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 4,857 $786K 0.35% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,855 $786K 0.45% -565 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 4,847 $785K 0.63% +1,500 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 4,845 $784K 0.02% -152 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,839 $783K 0.03% +133 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,832 $782K 0.12% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,829 $782K 0.04% -68 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,821 $781K 0.01% +2 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 4,819 $780K 0.32% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,808 $778K 0.07% +350 13F-HR Timeline City State Bank More: the full row for City State Bank 4,801 $777K 0.18% +75 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,798 $777K 0.02% -749 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,780 $774K 0.01% +609 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,772 $773K 0.05% -986 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,770 $772K 0.02% +476 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,763 $771K 0.08% +935 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 4,751 $769K 0.36% -204 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 4,740 $767K 0.05% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,724 $765K 0.02% -797 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,717 $764K 0.17% +1 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,708 $762K 0.21% +246 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 4,704 $762K 0.11% -50 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,700 $761K 0.32% +469 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,690 $759K 0.09% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,682 $758K 0.01% -536 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,680 $758K 0.13% +91 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,674 $757K 0.28% 0 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 4,643 $752K 0.21% 0 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 4,642 $752K 0.35% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,637 $751K 0.22% -200 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4,755 $749K 0.51% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,621 $748K 0.04% -20 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,621 $748K 0.07% -1,002 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,619 $748K 0.18% -20 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,613 $747K 0.01% -54 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 4,611 $747K 0.16% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,610 $746K 0.03% -164 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,607 $746K 0.07% +121 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,603 $745K 0.04% +527 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,600 $745K 0.2% -15 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 4,595 $744K 0.23% -133 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,587 $743K 0.08% -21 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 4,579 $741K 0.01% -180,825 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,578 $741K 0.15% -59 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,527 $733K 0.02% -144 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,526 $733K 0.02% -410 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,509 $730K 0.05% -931 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4,500 $729K 0.01% -7 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,499 $728K 0.34% +14 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,488 $727K 0.03% +149 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,473 $724K 0.01% -83 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,461 $722K 0.14% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,461 $722K 0.03% +54 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,454 $721K 0.02% +231 13F-HR Timeline Group Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,450 $720K 0.05% -4,500 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,416 $715K 0.03% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,403 $713K 0.19% +979 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,401 $713K 0.28% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 4,400 $712K 0.1% -74 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,399 $712K 0.07% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,377 $709K 0.03% -1,997 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 4,368 $707K 0.19% 0 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 4,367 $707K 0.19% -5 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,355 $705K 0.03% +2,500 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,353 $705K 0.14% -100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,344 $703K 0.05% -155 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,343 $703K 0.27% -245 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 4,338 $702K 0.02% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,337 $702K 0.07% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 4,341 $702K 0.08% +402 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,330 $701K 0.01% +1,092 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 4,320 $699K 0.16% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,307 $697K 0.04% -993 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 4,290 $695K 0.02% -40 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 4,280 $693K 0.37% +256 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,277 $692K 0.21% -2,852 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,233 $685K 0.1% +2 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,224 $684K 0.08% +10 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,212 $682K 0.22% +1,388 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 4,197 $680K 0.54% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,193 $679K 0.01% -293 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,190 $678K 0.17% -130 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 4,150 $672K 0.44% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,140 $670K 0.03% -210 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,135 $669K 0.04% +534 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,129 $669K 0.21% -245 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,112 $666K 0.03% -302 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 4,109 $665K 0.16% +135 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 4,104 $664K 0.5% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,103 $664K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,100 $664K 0.04% -5,152 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,093 $663K 0.09% +8 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 4,086 $662K 0.15% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,084 $661K 0.04% -149 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,079 $660K 0.01% new 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 4,058 $657K 0.54% -26 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,054 $656K 0.14% +424 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,054 $656K 0.02% +30 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,045 $655K 0.06% -100 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,038 $654K 0.02% -3 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 4,032 $653K 0.1% -565 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 4,077 $652K 0.43% +489 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,020 $651K 0.06% +160 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,020 $651K 0.03% +147 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,020 $651K 0.06% -10 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 4,017 $650K 0.18% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 4,000 $648K 0.1% 0 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 3,998 $647K 0.31% -100 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,982 $645K 0.01% -3,276 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 3,960 $641K 0.08% +60 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,952 $640K 0.06% +34 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,951 $640K 0.12% +375 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,943 $638K 0.2% -1,683 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,586 $635K 0.04% +1,693 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,919 $635K 0.01% +1,613 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,913 $634K 0.06% -545 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,901 $632K 0.02% -276 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,900 $631K 0.13% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,896 $631K 0.03% -137 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,892 $630K 0.01% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,888 $630K 0.35% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,880 $628K 0.01% -209 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,876 $628K 0.09% -18 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,865 $626K 0.05% +1,599 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,863 $626K 0.07% -469 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,858 $625K 0.05% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,854 $624K 0.03% -202 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,849 $623K 0.04% +16 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,830 $620K 0.12% -75 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,818 $618K 0.04% -335 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,812 $617K 0.14% +562 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,804 $616K 0.03% -203 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,803 $616K 0.01% +628 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 3,802 $616K 1.05% 0 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 3,799 $615K 0.05% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,790 $614K 0.2% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,785 $613K 0.06% -725 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,781 $612K 0.17% +1 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 3,780 $612K 0.3% -66 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,779 $612K 0.05% +93 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 3,770 $610K 0.08% -3,312 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 3,766 $610K 0.07% +400 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,764 $609K 0.1% -28 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,762 $609K 0.3% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,760 $609K 0.33% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,758 $608K 0.03% 0 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 3,731 $604K 0.13% -1,277 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 3,706 $600K 0.37% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,703 $600K 0.12% +122 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 3,700 $599K 0.06% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,696 $598K 0.04% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,683 $596K 0.07% -1,590 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,682 $596K 0.03% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,675 $595K 0.05% -6 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,672 $595K 0.02% -771 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,670 $594K 0.06% -84 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 3,657 $592K 0.19% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,654 $592K 0.05% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,636 $589K 0.19% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,631 $588K 0.02% new 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,630 $588K 0.06% -400 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 3,629 $588K 0.18% -3 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,627 $587K 0.13% -131 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,626 $587K 0.04% -162 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 3,623 $587K 0.39% +53 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,621 $587K 0.01% -3,393 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,610 $584K 0.02% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,601 $583K 0.16% -2 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,599 $583K 0.02% -596 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,590 $581K 0.02% +35 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,580 $580K 0.06% -4,575 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 3,572 $578K 0.39% -133 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 3,572 $578K 0.05% -33,052 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,570 $578K 0.03% -197 13F-HR Timeline Group Everest Financial Group LLC More: the full row for Everest Financial Group LLC 3,554 $575K 0.08% +75 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,550 $575K 0.27% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,548 $574K 0.05% -10 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,547 $574K 0.02% -7,249 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 3,536 $573K 0.06% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,535 $572K 0.03% +93 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,535 $572K 0.05% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,523 $570K <0.01% -109 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 3,510 $568K 0.46% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,564 $567K 0.05% +436 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,509 $567K 0.03% -67 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,490 $565K 0.05% 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 3,490 $565K 0.41% -50 13F-HR Timeline Group Thomasville National Bank More: the full row for Thomasville National Bank 3,489 $565K 0.03% 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,485 $564K 0.03% +407 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 3,475 $563K 0.09% -225 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,468 $562K 0.1% -55 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3,468 $562K 0.2% +16 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,449 $558K 0.01% +1,679 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,439 $557K 0.03% +110 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,429 $555K 0.02% -927 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,406 $551K <0.01% -53,314 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,402 $551K 0.08% -57 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 3,400 $551K 0.09% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,400 $550K 0.04% 0 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 3,400 $550K 0.05% 0 13F-HR Timeline