Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,247 $590K 0.01% +4,220 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,215 $588K 0.02% -3,063 13F-HR Timeline Group Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 4,188 $584K 0.17% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,186 $584K 0.02% +2,755 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,183 $584K 0.02% +95 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 4,176 $583K 0.22% +110 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 4,150 $579K 0.02% -3,400 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 4,149 $579K 0.31% +44 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 4,147 $578K 0.12% -4 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,139 $577K 0.01% -184 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,122 $575K 0.02% +134 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,113 $574K 0.43% -145 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,113 $574K 0.49% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,092 $571K 0.04% -30 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 4,074 $568K 0.21% -692 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,068 $568K 0.08% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,052 $565K 0.04% +48 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 4,050 $565K 0.57% -1,000 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 4,046 $564K 0.07% +223 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,045 $564K 0.01% +19 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,036 $563K 0.02% +36 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,035 $563K <0.01% -89 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 4,033 $563K 0.68% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,027 $562K 0.03% -893 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,006 $559K 0.04% -214 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 4,000 $558K 0.24% 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 4,000 $558K 0.14% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,995 $557K 0.09% 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,977 $555K 0.07% -1,880 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,969 $554K 0.05% -11,239 13F-HR Timeline Group FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,968 $554K 0.1% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,965 $553K 0.2% -501 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,931 $548K 0.02% -161 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 3,888 $542K 0.22% 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,882 $541K 0.24% new 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 3,866 $539K 0.02% new 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 3,843 $536K 0.17% -193 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,831 $534K 0.04% -34 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,812 $532K 0.05% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,800 $530K 0.01% +2,514 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,784 $528K 0.05% -3,627 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,775 $527K 0.03% -200 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,773 $526K <0.01% +2,116 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,756 $524K 0.05% -728 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,727 $520K 0.02% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,724 $519K 0.31% -400 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,719 $519K 0.04% -11 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,715 $518K 0.01% +641 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 3,700 $516K 0.02% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,695 $516K 0.02% +17 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,695 $515K 0.02% -639 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,679 $513K 0.07% -31 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,514 $512K 0.02% -384 13F-HR Timeline Group Sara-Bay Financial More: the full row for Sara-Bay Financial 3,743 $508K 0.19% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,700 $502K 0.03% -400 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,590 $501K 0.14% +619 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 3,578 $499K 0.3% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,576 $499K 0.02% +564 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 3,563 $497K 0.06% -9 13F-HR/A Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,558 $496K 0.13% -84 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,554 $496K 0.08% -636 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,534 $493K <0.01% -353 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,527 $492K 0.03% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,526 $492K 0.01% +384 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,520 $491K 0.06% +33 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,520 $491K 0.07% -33 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 3,500 $488K 0.05% +700 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,481 $486K 0.05% +402 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,475 $485K 0.02% -200 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,465 $483K 0.01% -1,299 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,461 $483K 0.09% 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,427 $478K 0.13% -171 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,424 $478K 0.05% -374 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,425 $477K 0.08% -224 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,400 $474K 0.05% +329 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,391 $473K 0.19% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,385 $472K 0.04% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,364 $469K 0.08% +19 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,346 $467K 0.04% -436 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 3,317 $463K 0.01% +317 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,312 $462K 0.08% +16 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 3,315 $462K 0.02% +1,000 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,298 $460K 0.04% +30 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,295 $460K 0.02% -164 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,285 $458K 0.04% +7 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,285 $458K 0.04% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,276 $457K 0.06% +699 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,008 $456K 0.01% -714 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,269 $456K 0.01% -4,641 13F-HR Timeline Group Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 3,258 $454K 0.23% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,239 $452K 0.09% -251 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,225 $450K 0.01% -15 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,224 $450K 0.02% +700 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,214 $448K 0.08% -59 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,210 $448K 0.15% -165 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,191 $445K 0.21% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 3,190 $445K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,189 $445K 0.05% -2,038 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,188 $445K 0.17% 0 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 3,183 $444K 0.3% 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,173 $443K 0.01% +1,699 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,010 $442K 0.04% +78 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,167 $442K 0.05% +128 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,167 $442K 0.43% 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,161 $441K 0.14% +197 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,136 $438K 0.06% -108 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,123 $436K 0.02% -2,022 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,122 $435K 0.03% -207 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,117 $435K 0.01% -349 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,117 $435K 0.1% -11,173 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,116 $435K 0.02% -766 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,106 $433K 0.06% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,101 $433K 0.07% -558 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,100 $432K 0.33% 0 13F-HR/A Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,098 $432K 0.09% +8 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,092 $431K 0.06% -20 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 3,070 $428K 0.26% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,896 $427K 0.02% -522 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,051 $426K 0.03% +34 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,041 $424K 0.2% -666 13F-HR Timeline Group Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 3,128 $424K 0.5% 0 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 3,033 $423K 0.14% -330 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 3,033 $423K 0.03% 0 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 3,030 $423K 0.02% -34 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,108 $421K 0.01% new 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 3,010 $420K 0.23% +164 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,000 $418K 0.04% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,982 $416K 0.07% +1,116 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,969 $414K 0.03% +1,592 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,956 $412K 0.02% -5 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 2,947 $411K 0.12% new 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 2,942 $410K 0.3% -795 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,935 $409K 0.13% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,934 $409K 0.01% +133 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,928 $408K 0.06% +1,046 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,927 $408K 0.11% -42 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 2,903 $405K <0.01% -315 13F-HR Timeline Group Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 2,890 $403K 0.29% 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 2,889 $403K 0.09% -38 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,865 $400K 0.01% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,863 $399K 0.01% +32 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,857 $399K 0.09% +12 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,857 $399K 0.03% -103 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,788 $398K 0.02% -7 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,844 $397K 0.04% -456 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,841 $396K 0.05% +1,131 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,695 $396K 0.19% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,834 $395K 0.05% +463 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,833 $395K 0.13% 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,828 $395K 0.04% +139 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,827 $394K <0.01% -25,633 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,763 $393K 0.08% -442 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,800 $391K 0.06% -205 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,786 $389K 0.12% +4 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,772 $387K 0.03% -2 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,770 $386K 0.07% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,769 $386K 0.35% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,769 $386K 0.08% +18 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,762 $385K 0.07% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,748 $383K 0.08% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,741 $382K 0.15% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,742 $382K 0.01% +3 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,737 $382K 0.06% +1,112 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,729 $381K 0.03% +6 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,714 $379K 0.11% -31 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,712 $378K 0.03% -470 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,701 $377K 0.1% 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 2,694 $376K 0.05% -2,535 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,691 $375K 0.05% +153 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,687 $375K 0.02% +35 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,684 $374K 0.22% +161 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,682 $374K 0.02% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,674 $373K 0.26% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,660 $371K 0.03% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,655 $370K 0.11% +284 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,654 $370K 0.04% +17 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 2,650 $370K 0.29% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,650 $370K 0.16% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,648 $369K 0.02% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,645 $369K 0.02% +1,726 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,643 $369K 0.09% +109 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,621 $366K 0.17% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,623 $366K 0.03% -1,468 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,591 $362K 0.06% +1,009 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,581 $360K <0.01% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,206 $359K 0.25% +490 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,571 $359K 0.04% +12 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,568 $358K 0.21% +6 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,566 $358K 0.08% 0 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 2,565 $358K 0.17% 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,564 $358K 0.05% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,560 $357K 0.02% +110 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,559 $357K 0.06% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,522 $352K 0.06% -13 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,518 $351K 0.2% -11 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,515 $351K 0.12% -30 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,513 $351K 0.21% -18 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 2,511 $350K 0.19% +223 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,509 $350K 0.02% -363 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,505 $349K 0.03% -346 13F-HR Timeline