Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 21,554 $1.16M 0.31% +518 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 22,101 $1.16M 0.03% -2,085 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 22,082 $1.15M 0.06% +2,437 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 22,025 $1.15M 0.15% -2,532 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 21,867 $1.14M 0.21% 0 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 21,717 $1.14M 0.21% +205 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 21,707 $1.14M 0.51% -89 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 21,684 $1.13M 0.73% +119 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 21,601 $1.13M 0.16% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 21,546 $1.13M 0.02% +5,449 13F-HR/A Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 21,462 $1.12M 0.05% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 21,416 $1.12M 0.02% +5,317 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 21,380 $1.12M 0.51% +1,221 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 21,282 $1.11M 1.11% 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 21,228 $1.11M 0.14% +37 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 21,205 $1.11M 0.46% +998 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 21,118 $1.1M 0.02% -182 13F-HR Timeline Group Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 21,063 $1.1M 0.63% -83 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 21,040 $1.1M 0.04% -1,990 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 21,000 $1.1M <0.01% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 20,972 $1.1M 0.02% +1,565 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 20,945 $1.1M 0.14% new 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 20,906 $1.09M 0.42% 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 20,460 $1.09M 0.56% +160 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 20,845 $1.09M 0.26% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 20,790 $1.09M 0.2% -858 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 20,821 $1.09M 0.08% +1,948 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 20,731 $1.08M 0.16% +84 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 20,732 $1.08M 0.35% -370 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 20,630 $1.08M 0.14% -27,911 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 20,615 $1.08M 0.04% -4,574 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 20,510 $1.07M 0.05% +3,452 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 20,439 $1.07M 0.02% -620 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 20,412 $1.07M 0.09% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 20,250 $1.06M 0.04% -222 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 20,192 $1.06M 0.8% 0 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 20,158 $1.05M 0.95% 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 20,156 $1.05M 0.13% -1,000 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 20,069 $1.05M 0.46% -44 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 20,013 $1.05M 0.09% -1,280 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 20,011 $1.05M 0.1% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 19,913 $1.05M 0.46% +400 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 19,892 $1.04M 0.14% +627 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 19,907 $1.04M 0.41% -410 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 19,859 $1.04M 0.02% +87 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 19,840 $1.04M 0.16% +3,411 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 19,824 $1.04M 0.1% -6,385 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 19,804 $1.04M 0.13% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 19,779 $1.03M +302 Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 19,750 $1.03M 0.07% -610 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 19,378 $1.01M 0.25% +2,225 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 19,327 $1.01M 0.14% +6,368 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 19,317 $1.01M 0.01% +2,018 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 19,145 $1M 1.02% +5,477 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 19,103 $999K 0.09% +452 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 19,100 $999K 0.66% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 19,098 $999K 0.3% +24 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 19,098 $999K 0.12% +1,741 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 18,990 $993K 0.5% +3,061 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 19,447 $989K 0.05% +6,872 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 18,900 $988K 0.03% +117 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 18,899 $988K 0.48% -1,870 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 18,891 $988K 0.76% +330 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 18,885 $988K -778 Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 18,871 $987K 0.39% +281 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 18,819 $984K 0.07% -167 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 18,795 $983K 0.9% 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 18,728 $979K 0.5% +23 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 18,717 $979K 0.06% +263 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 18,690 $977K 0.07% -1,612 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 19,089 $977K +546 Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 18,619 $974K 0.4% -178 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 18,622 $974K 0.1% +1,768 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 18,466 $966K 0.07% -5,384 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 18,421 $963K 0.39% +449 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 18,389 $962K 0.02% -2,008 13F-HR Timeline Group Clarity Financial LLC More: the full row for Clarity Financial LLC 18,343 $959K 0.11% -3,851 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 18,249 $954K 0.14% +313 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 18,236 $954K 0.02% +1,288 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 18,212 $952K 0.07% -1,143 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 18,164 $950K 0.04% +1,323 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 18,095 $946K 0.07% -1,116 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 18,073 $945K 0.4% -23,780 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 18,046 $944K 0.11% +315 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 18,004 $941K 0.34% -195 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 17,982 $940K 0.06% +327 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 17,932 $938K 0.56% -667 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 17,905 $936K 0.27% +1,006 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 17,906 $936K 0.16% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 17,839 $933K 0.37% -1,188 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 17,933 $927K 0.92% 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 17,702 $926K 0.03% +6,954 13F-HR/A Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 17,591 $920K 0.19% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 17,577 $919K 0.06% +1,882 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 17,567 $919K 0.02% +167 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 17,551 $918K 0.05% +5,985 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 17,508 $915K 0.36% +1,066 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 17,505 $915K 0.88% 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 17,460 $913K 0.21% -507 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 17,427 $911K 0.16% -207 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 17,661 $909K 0.03% +3,571 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 17,344 $907K 0.06% +21 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 17,339 $907K 0.13% +888 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 17,314 $905K 0.06% +4,023 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 17,270 $903K 0.01% +90 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 17,237 $901K 0.02% +2,444 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 17,221 $900K 0.12% -294 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 17,610 $899K 0.16% 0 13F-HR/A Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 17,186 $899K 0.24% +1,781 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 17,029 $890K 0.04% -4,606 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 16,804 $879K 0.04% +1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 16,798 $878K 0.12% +457 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 16,780 $877K -320 Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 16,693 $873K 0.04% +587 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 16,672 $872K 0.12% -763 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 16,585 $867K 0.03% +1,003 13F-HR/A Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 16,381 $866K 0.09% +951 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 16,458 $861K 0.02% +3,769 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 16,447 $860K 0.45% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 16,437 $859K 0.16% +2,588 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 16,380 $857K 0.06% -288 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 16,367 $856K 0.12% +3,845 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 16,365 $856K 0.04% +351 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 16,364 $856K 0.01% -11,694 13F-HR/A Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 16,363 $856K 0.14% +1,274 13F-HR/A Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 16,270 $851K 0.33% +9 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 16,253 $850K <0.01% -388 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 16,234 $849K 0.02% +1,122 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 16,192 $847K 0.05% +855 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 16,143 $844K 0.22% +151 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 16,118 $843K 0.07% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 16,099 $842K 0.29% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 16,086 $841K 0.09% 0 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 16,050 $839K 0.56% +1,638 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 15,924 $833K 0.05% -726 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 15,872 $830K 0.11% +926 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 16,146 $824K 0.32% +406 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 15,726 $822K 0.3% -2,869 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 15,417 $822K 0.01% -2,001 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 15,403 $821K 0.02% -200 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 15,686 $820K 0.01% +926 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 15,639 $818K 0.55% 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 15,615 $817K 0.21% -90 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,467 $809K 0.1% +10,227 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 15,378 $804K 0.07% -714 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 15,361 $803K 0.01% +453 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 15,327 $802K 0.12% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 15,311 $801K 0.06% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 15,318 $801K 0.1% +312 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 15,317 $801K 0.06% +549 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,289 $799K 0.06% +604 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 15,274 $799K 0.12% +870 13F-HR Timeline 111 Capital More: the full row for 111 Capital 15,213 $795K 0.17% 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 15,170 $793K 0.26% +86 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 15,150 $792K 0.47% -1,150 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 15,139 $792K 0.38% -2,464 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 15,113 $790K 0.2% +10,003 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 15,069 $788K 0.31% +13,494 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 15,070 $786K 0.04% +1,364 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 15,000 $784K 0.01% 0 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 15,000 $784K 0.08% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 14,962 $782K 0.16% -72 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 14,908 $780K 0.54% 0 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 14,881 $778K 0.38% -152 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 14,834 $776K 0.2% +1,472 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 15,184 $775K 0.25% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 14,759 $772K 0.23% +71 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 14,757 $772K 0.57% new 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 14,741 $771K 0.49% +53 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 14,609 $764K 0.43% +437 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 14,321 $762K 0.05% +201 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 14,518 $759K 0.61% +500 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 14,497 $758K 0.22% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 14,494 $758K 0.07% +701 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 14,482 $757K 0.26% +38 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 14,453 $756K 0.29% -3,166 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,372 $752K 0.03% -134 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 14,337 $750K 0.51% +1,367 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 14,277 $747K 0.35% +2,075 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 14,270 $746K 0.32% +303 13F-HR Timeline Taika Capital, LP More: the full row for Taika Capital, LP 14,255 $745K 0.57% new 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 14,220 $744K 0.21% +3 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 14,211 $743K 0.55% +102 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 14,088 $737K 0.07% -1,950 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 14,082 $736K 0.04% +1,158 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,078 $736K 0.07% -763 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 14,044 $734K 0.17% -352 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 13,992 $732K 0.15% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 13,992 $732K 0.43% +14 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 13,982 $731K 0.07% -1,255 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 13,952 $730K 0.19% new 13F-HR/A Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 13,947 $729K 0.02% +2 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 13,916 $728K 0.07% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 13,917 $727K 0.23% +7,390 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. 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