KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 7,151 $1.19M 0.8% -97 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 7,155 $1.18M 0.1% -57 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 7,037 $1.17M <0.01% -154,927 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,925 $1.16M 0.03% -3,557 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,002 $1.16M 0.18% +3,410 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,972 $1.16M 0.15% +3,197 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,437 $1.15M 0.05% +571 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 6,930 $1.15M 0.02% +74 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,925 $1.15M 0.01% +289 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 6,894 $1.15M 0.04% +1,702 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,882 $1.14M 0.03% +699 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 6,853 $1.14M 0.44% +78 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 6,833 $1.14M 0.01% +2,366 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 6,827 $1.13M 0.07% -1,802 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 6,815 $1.13M 0.04% -433 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,815 $1.13M 0.03% -1,233 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 6,808 $1.13M 0.1% +1,214 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 6,800 $1.13M 0.34% -500 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 6,781 $1.13M 0.79% -55 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,775 $1.13M 0.21% +36 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 6,766 $1.12M <0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,742 $1.12M 0.04% +482 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 6,714 $1.11M 0.08% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,654 $1.11M 0.41% -94 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 6,626 $1.1M 0.07% -334 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,617 $1.1M 0.04% +722 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,611 $1.1M 0.03% +215 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,593 $1.1M 0.03% +292 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 6,570 $1.09M 0.6% +6 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,565 $1.09M 0.02% -113 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,549 $1.09M 0.02% -78 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 6,539 $1.09M 0.14% +6 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 6,515 $1.08M 0.54% -750 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 7,412 $1.08M 0.51% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,501 $1.08M 0.03% -1,317 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 6,500 $1.08M 0.71% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,462 $1.07M 0.02% -1,354 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 7,343 $1.07M 0.09% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,440 $1.07M 0.08% +3,122 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,354 $1.06M 0.09% -603 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 6,371 $1.06M 0.49% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,363 $1.06M 0.06% -3,611 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,363 $1.06M 0.2% +2,565 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,354 $1.06M 0.07% -4,594 13F-HR/A Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 6,347 $1.05M 0.18% +29 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 6,326 $1.05M 0.39% 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 6,315 $1.05M 0.04% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,313 $1.05M 0.06% +4,824 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,312 $1.05M 0.01% -96 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,274 $1.04M 0.03% +239 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 6,241 $1.04M 0.07% -7,998 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 6,214 $1.03M 0.54% +80 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,197 $1.03M 0.03% -15,606 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,157 $1.02M 0.07% +507 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,150 $1.02M 0.01% +349 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,135 $1.02M 0.14% +305 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 6,071 $1.01M 0.11% -347 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,069 $1.01M <0.01% -33 13F-HR Timeline Group BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 6,036 $1M 0.12% -124 13F-HR Timeline Arosa Capital Management LP More: the full row for Arosa Capital Management LP 6,000 $997K 0.73% -6,000 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,999 $996K 0.05% +198 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 5,967 $991K 0.65% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 5,910 $982K 0.73% -45 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 5,908 $981K 0.63% -2,746 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,888 $978K <0.01% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,138 $977K -269 Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,691 $975K 0.16% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 5,850 $972K 0.33% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,796 $963K 0.09% +258 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 5,780 $960K 0.1% -1,000 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,780 $960K 0.04% +2,094 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 6,578 $958K 0.38% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,766 $958K <0.01% -1,642 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,759 $957K 0.07% +181 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 5,738 $953K 0.19% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5,724 $951K 0.67% +66 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 5,715 $949K 0.24% +18 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,714 $949K 0.07% -38 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,713 $949K 0.4% +90 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 5,707 $948K 0.01% -127 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,706 $948K 0.23% -983 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 5,700 $947K 0.04% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,699 $947K 0.02% -722 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,663 $941K 0.04% -3,284 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,653 $939K 0.01% -3,560 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,649 $938K 0.03% -2,436 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 5,647 $938K <0.01% -577 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,598 $930K 0.02% +1,799 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,562 $924K 0.04% -75 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 5,525 $918K 0.32% -700 13F-HR/A Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 5,491 $912K 0.01% -413 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,478 $910K 0.06% +26 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,446 $905K 0.18% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,433 $902K 0.02% +335 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,395 $896K 0.01% -75 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,394 $896K 0.1% -521 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 5,381 $894K 0.02% -6,660 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,361 $890K 0.04% +3,004 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,335 $886K 0.02% -268 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 5,322 $884K 0.01% 0 13F-HR Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,318 $883K 0.2% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,314 $883K 0.01% +397 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,312 $882K 0.04% -812 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 5,276 $876K 0.57% -51 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,227 $868K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 5,211 $866K 0.18% new 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,192 $862K 0.01% new 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,181 $861K 0.03% -253 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,155 $856K 0.07% -994 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,126 $851K 0.01% -3,529 13F-HR Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,122 $851K 0.18% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 5,109 $849K 0.09% +436 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,100 $847K 0.01% -109 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 5,098 $847K 0.29% +29 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,097 $847K 0.05% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,065 $841K <0.01% -1,208 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 5,050 $839K 0.16% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,040 $837K 0.06% 0 13F-HR Timeline Group Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 5,038 $837K 0.32% -232 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,032 $836K 0.05% -711 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,008 $832K 0.23% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,976 $827K -1,244 Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 4,964 $825K +2,482 Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,954 $823K 0.04% 0 13F-HR Timeline FOUNDATION RESOURCE MANAGEMENT INC More: the full row for FOUNDATION RESOURCE MANAGEMENT INC 4,929 $819K 0.13% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,925 $818K 0.07% +256 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,923 $818K 0.16% +655 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,908 $815K 0.02% -4 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,905 $815K 0.09% -274 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,871 $809K 0.03% -524 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 4,870 $809K 0.56% -380 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 4,850 $806K 0.27% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,831 $802K 0.67% -60 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 4,786 $795K 0.22% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,771 $793K 0.07% +1,909 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 4,768 $792K 0.07% -64 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,755 $790K 0.02% +85 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,732 $786K 0.59% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,704 $781K 0.08% +672 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,684 $778K 0.36% -801 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 4,642 $771K 0.53% -286 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 4,633 $770K 0.5% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,597 $764K <0.01% +146 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,576 $760K 0.02% -5,093 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,563 $758K 0.01% +21 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,553 $756K 0.11% -60 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,544 $755K 0.04% -28 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,515 $750K 0.11% +203 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 4,515 $750K 0.24% +2 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 4,489 $746K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,380 $744K 0.01% -381 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 4,461 $741K 0.68% +262 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,447 $739K 0.42% -653 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 4,437 $737K 0.26% -35 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,396 $731K 0.02% -235 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,338 $721K 0.08% +17 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,337 $720K 0.04% -37 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,336 $720K 0.01% +87 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,315 $717K 0.4% -27 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,280 $711K 0.01% -200 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,278 $711K 0.04% -194 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,261 $708K 0.02% 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,229 $702K 0.01% +225 13F-HR/A Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,183 $695K 0.02% +439 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,181 $695K 0.08% -88 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 4,134 $687K 0.08% +207 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 4,125 $685K 0.59% +56 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,881 $685K 0.11% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,122 $685K 0.02% 0 13F-HR/A Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,114 $683K 0.08% +135 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 4,105 $682K 0.32% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,081 $678K 0.09% +991 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 4,072 $676K 0.28% -50 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,067 $676K 0.03% -40 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,056 $674K 0.45% -104 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 4,050 $673K 0.67% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,033 $670K 0.01% +153 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,031 $670K 0.04% -1,291 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,017 $667K 0.04% +148 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,016 $667K 0.02% +206 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,000 $664K 0.02% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 4,000 $664K 0.04% -1,310 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 4,000 $664K 0.25% 0 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,984 $662K 0.07% -62 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,968 $659K 0.12% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,952 $657K 0.04% -14 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,946 $655K 0.01% +145 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,914 $650K 0.01% -67 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,899 $648K 0.03% +2 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,892 $646K 0.06% +140 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,890 $645K 0.05% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,870 $643K 0.02% -200 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,866 $642K 0.05% +197 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 3,852 $640K 0.06% +290 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,811 $633K 0.11% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,788 $629K 0.26% 0 13F-HR/A Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,769 $626K 0.15% +204 13F-HR Timeline Bill Few Associates, Inc. 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