Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,313 $1.05M 0.03% -2,728 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 4,305 $1.05M 0.41% -52 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,302 $1.05M 0.01% +22 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,299 $1.05M 0.05% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,277 $1.05M 0.02% -107 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,265 $1.04M 0.17% +735 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 4,239 $1.04M 0.16% +1 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 4,200 $1.03M 0.22% -2,100 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,195 $1.02M 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,189 $1.02M 0.02% +1,246 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,186 $1.02M 0.04% +102 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,158 $1.02M 0.1% -488 13F-HR Timeline Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 4,156 $1.01M 2.85% -1,774 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,146 $1.01M +4,029 Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,122 $1.01M 0.03% 0 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,097 $1M 0.04% +81 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,081 $997K 0.05% +138 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,051 $989K 0.01% +117 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,043 $987K 0.05% +382 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,041 $987K 0.02% +603 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,037 $986K 0.2% +186 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,028 $984K 0.03% +270 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,028 $984K 0.64% -48 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 4,000 $977K 0.03% +2,000 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,000 $977K 0.03% -70 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,000 $977K 0.14% -13,258 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 3,944 $963K 0.92% +44 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,943 $963K 0.33% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,942 $963K 0.23% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,937 $962K 0.02% +1,478 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,935 $961K 0.11% +488 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,922 $958K 0.18% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,207 $952K 0.03% +567 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,894 $951K 0.08% -73 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,868 $944K 0.15% -300 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 3,856 $942K 0.02% -333 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,856 $942K 0.11% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,847 $939K 0.04% +3 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,845 $939K 0.02% +344 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 3,800 $928K 0.02% -12,100 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,788 $925K 0.17% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,783 $924K 0.03% +78 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,762 $918K 0.03% +287 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,744 $914K 0.38% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,708 $906K 0.12% -10 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,686 $900K 0.01% -22 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,661 $894K 0.14% +24 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,622 $884K 0.01% +2,222 13F-HR/A Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 3,621 $884K -151,686 Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,600 $879K 0.85% -450 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,589 $876K 0.2% +91 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 3,579 $874K 0.43% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,570 $872K 0.15% +2 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,562 $870K 0.12% -36 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,560 $869K 0.01% +28 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,545 $866K 0.02% -159 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,545 $866K 0.14% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,526 $861K 0.04% -177 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 3,500 $858K 0.01% -1,700 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,506 $856K 0.05% -566 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 3,501 $855K 0.81% -41 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,501 $855K 0.02% -1,355 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,494 $853K 0.04% +152 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,477 $849K 0.04% +2,114 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 3,472 $848K 0.4% 0 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 3,460 $845K 0.64% -48 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,460 $845K 0.44% -471 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,578 $839K 0.01% +92 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,410 $833K 0.01% -16 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,385 $827K 0.12% +13 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,384 $826K 0.23% -239 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 3,383 $826K 0.01% +70 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 3,376 $824K 0.42% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,373 $824K 0.07% +141 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,368 $822K 0.16% +879 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,358 $820K 0.09% -55 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,357 $820K 0.04% +186 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,332 $814K 0.09% -55 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,322 $811K 0.09% -16 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,296 $805K 0.06% +5 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,259 $796K 0.02% +14 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,247 $793K 0.63% -683 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,220 $786K 0.1% +50 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,202 $782K 0.13% +21 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,199 $781K 0.25% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,191 $779K 0.01% -34 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,175 $775K 0.05% 0 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,173 $775K <0.01% -820 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 3,168 $774K 0.13% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,164 $773K 0.03% -100 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,156 $771K 0.17% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,146 $768K 0.09% -11 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 3,128 $764K 0.73% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 3,114 $760K 0.23% -318 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,108 $759K 0.05% -39 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,104 $758K 0.06% -149 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 3,092 $755K 0.57% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,091 $755K 0.01% -19 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,083 $753K 0.05% +79 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,050 $745K 0.27% -79 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 3,030 $740K 0.25% +14 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,099 $738K 0.37% -92 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,006 $734K 0.07% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,006 $734K 0.31% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,001 $733K 0.14% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,000 $733K 0.05% -125 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,991 $731K 0.05% +28 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,979 $727K 0.09% -18 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,976 $727K 0.21% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,957 $722K 0.12% +1,340 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,958 $722K 0.05% +2,143 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 2,957 $722K 0.13% +6 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,955 $722K 0.09% -1,657 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,947 $720K 0.26% 0 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,947 $720K 0.05% +55 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,945 $719K 0.09% +26 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,940 $718K 0.36% -352 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,935 $717K 0.02% +207 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,934 $716K 0.1% -14 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,934 $716K 0.05% +1,169 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,930 $715K 0.01% +138 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,929 $715K 0.44% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,920 $713K 0.06% -185 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,911 $711K 0.04% +405 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,910 $711K 0.03% +859 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,904 $709K 0.01% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,899 $708K 0.24% +900 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,899 $708K 0.17% 0 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 2,888 $705K 0.78% new 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,888 $705K 0.24% -300 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,884 $705K 0.11% -100 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,884 $704K 0.02% +21 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,864 $699K 0.02% +13 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,860 $698K 0.01% +57 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,854 $697K 0.01% 0 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 2,850 $696K 0.38% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,833 $692K 0.18% 0 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,828 $691K 0.01% -37 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,817 $688K 0.04% +66 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,815 $687K 0.07% new 13F-HR Timeline Group RW Investment Management LLC More: the full row for RW Investment Management LLC 2,815 $687K 0.07% 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,814 $687K 0.02% -48 13F-HR Timeline Group Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 2,795 $682K 0.43% 0 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,790 $681K 0.4% -123 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,788 $681K 0.04% -221 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,776 $678K 0.01% +224 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 2,759 $674K 0.48% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,746 $670K 0.03% +133 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,743 $670K 0.08% +184 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 2,743 $670K 0.45% -227 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 2,733 $667K 0.05% -9,457 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,731 $667K 0.2% -90 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,727 $666K 0.07% +16 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,713 $663K 0.09% -248 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,713 $662K 0.25% -32 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,710 $662K 0.23% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,703 $660K 0.17% +2 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,698 $659K 0.07% +78 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,696 $658K 0.08% +216 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,694 $658K 0.05% +34 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,686 $656K 0.04% +167 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,682 $655K 0.2% +60 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,680 $654K 0.16% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,677 $654K <0.01% -145 13F-HR Timeline Group Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,674 $653K 0.36% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,725 $649K 0.01% +75 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,648 $647K 0.11% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,637 $644K 0.03% +42 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,627 $641K 0.23% +4 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,861 $641K 0.04% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,621 $640K 0.09% +5 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,608 $637K 0.15% -18 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,604 $636K 0.04% +65 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,602 $635K 0.13% -28 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,602 $635K <0.01% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,596 $634K 0.22% +5 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,581 $630K 0.07% -11 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 2,565 $626K 0.29% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,557 $624K 0.08% -106 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 2,556 $624K 0.61% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,547 $622K 0.27% -28 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,541 $620K 0.04% -15 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,529 $618K 0.04% +23 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,524 $616K 0.03% +68 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,523 $616K 0.05% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,522 $616K 0.06% new 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,500 $613K 0.03% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,510 $613K 0.22% -707 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 2,502 $611K 0.23% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 2,500 $610K 0.09% +1,600 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,494 $610K 0.03% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,498 $610K 0.01% +526 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,495 $609K 0.04% -549 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,514 $607K 0.23% -5 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,481 $606K 0.06% +952 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,477 $605K 0.04% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,474 $604K 0.02% -451 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,471 $603K 0.03% -2,391 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,470 $603K 0.03% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,463 $601K 0.09% 13F-HR Timeline