Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,200 $255K <0.01% 0 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,200 $255K 0.06% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,200 $255K 0.15% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,196 $254K 0.01% new 13F-HR/A Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,196 $254K 0.03% -288 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,191 $253K 0.04% 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,185 $252K 0.07% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,182 $251K 0.07% -35 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,181 $251K 0.07% +46 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,180 $251K 0.05% +682 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,176 $250K 0.01% new 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1,169 $248K 0.12% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,153 $245K 0.03% +106 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,152 $245K 0.02% +10 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,143 $243K 0.12% +4 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,141 $242K 0.05% +128 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 1,135 $241K 0.19% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,129 $240K 0.05% +174 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,128 $240K 0.09% 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,126 $239K 0.01% +21 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,122 $238K 0.22% +6 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 1,120 $238K 0.04% new 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,120 $238K 0.01% -9 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,119 $238K 0.05% +64 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,116 $237K 0.02% 0 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,114 $237K 0.04% 0 13F-HR Timeline Anchor Pointe Wealth Management, LLC More: the full row for Anchor Pointe Wealth Management, LLC 1,106 $234K 0.3% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,096 $233K 0.01% -15 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,093 $232K 0.03% +7 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,092 $232K 0.02% +117 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,088 $231K 0.17% +152 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,084 $230K 0.01% -82 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,082 $230K 0.09% 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,080 $229K 0.02% +113 13F-HR/A Timeline Ariston Services Group More: the full row for Ariston Services Group 1,079 $229K 0.2% -4 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,073 $228K 0.18% new 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 1,068 $227K 0.16% +161 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,063 $226K 0.12% +12 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,054 $224K 0.11% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,050 $223K <0.01% +100 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,046 $222K 0.01% +22 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,043 $222K 0.01% +59 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,043 $222K 0.11% 0 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 1,039 $221K 0.06% new 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,028 $218K 0.02% -25,906 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,028 $218K 0.58% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,026 $218K 0.02% -151 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,026 $218K 0.16% +4 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,022 $217K 0.02% +1 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,026 $217K 0.12% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,020 $217K 0.06% -2 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,020 $217K 0.01% +82 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,018 $216K 0.03% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,017 $216K 0.05% +30 13F-HR/A Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,016 $216K 0.1% -9 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,012 $215K 0.05% -35 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,011 $215K 0.04% +22 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 1,010 $215K 0.09% +3 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,010 $215K 0.11% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,006 $214K 0.07% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,005 $213K 0.12% 0 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,004 $213K 0.02% +2 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,000 $212K 0.03% -918 13F-HR Timeline Group Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,000 $212K 0.1% 0 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,000 $212K 0.11% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 996 $212K 0.03% +35 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 994 $211K 0.02% +19 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 993 $211K 0.03% -731 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 992 $211K 0.04% +75 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 988 $210K 0.04% +20 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 986 $209K 0.19% 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 976 $207K 0.06% +7 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 973 $207K 0.01% new 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 968 $205K 0.2% -26 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 966 $205K 0.22% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 962 $204K 0.02% +18 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 958 $204K 0.07% +9 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 956 $203K 0.13% 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 951 $202K 0.02% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 949 $202K 0.02% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 946 $201K 0.1% -1 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 916 $195K 0.02% +29 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 894 $190K 0.09% +290 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 872 $185K 0.02% -885 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 863 $183K 0.02% -2,840 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 862 $183K 0.03% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 833 $177K 0.01% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 833 $177K 0.1% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 768 $163K 0.04% +48 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 752 $160K 0.01% -25 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 751 $160K 0.04% +615 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 746 $158K 0.14% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 743 $158K 0.03% +202 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 726 $154K <0.01% +587 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 712 $151K 0.12% +2 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 700 $149K 0.07% new 13F-HR Timeline TOBAM More: the full row for TOBAM 695 $148K 0.05% -184 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 660 $140K 0.05% -12 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 658 $139K 0.12% -17 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 644 $137K 0.04% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 642 $136K <0.01% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 639 $136K 0.09% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 617 $131K 0.01% +36 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 596 $127K <0.01% +74 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 595 $126K 0.12% 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 587 $124K <0.01% 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 581 $123K 0.24% +168 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 572 $121K 0.07% 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 559 $119K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 556 $118K 0.01% +129 13F-HR/A Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 550 $117K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 517 $110K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 512 $109K 0.05% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 505 $107K 0.06% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 502 $107K 0.01% 0 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 491 $104K 0.01% +93 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 480 $102K 0.03% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 477 $101K 0.04% +276 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 464 $101K <0.01% +61 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 468 $99.4K 0.12% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 461 $97.7K 0.07% +186 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 460 $97.7K 0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 458 $97.3K 0.06% -12 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 458 $97.2K 0.04% +2 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 455 $96.6K 0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 453 $96.2K 0.06% 0 13F-HR/A Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 450 $95.6K 0.07% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 446 $94.7K 0.01% -2 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 430 $91.3K 0.03% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 429 $91.1K <0.01% -20 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 426 $90.6K 0.04% -30 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 420 $88.7K 0.02% -14 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 410 $87.1K 0.03% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 409 $86.9K 0.02% +119 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 401 $85.2K <0.01% +2 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 22,934 $83.7K 0.03% +5,126 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 394 $83.7K <0.01% +6 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 382 $81.1K 0.13% 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 375 $79.7K 0.04% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 374 $79.4K 0.02% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 372 $79K 0.07% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 363 $77.1K 0.04% 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 358 $76K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 355 $75.4K 0.02% -42 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 334 $70.9K 0.02% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 334 $70.9K 0.05% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 331 $70.2K 0.01% +3 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 328 $69.7K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 327 $69.5K 0.01% 0 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 316 $67.1K <0.01% -44 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 315 $66.8K 0.03% +25 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 308 $65.3K 0.04% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 306 $65K <0.01% +4 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 303 $64.4K 0.03% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 300 $63.7K 0.03% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 298 $63.3K 0.04% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 289 $61.4K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 288 $61.2K 0.03% +2 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 286 $60.7K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 285 $60.5K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 284 $60.3K 0.01% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 266 $56.5K -4,062 Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 264 $56.1K 0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 264 $56.1K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 262 $55.6K 0.01% +31 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 255 $54.1K 0.03% +3 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 254 $54K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 246 $52.3K <0.01% +28 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 240 $51K 0.02% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 239 $50.7K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 234 $50K <0.01% +13 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 235 $49.9K <0.01% +129 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 231 $49.1K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 231 $49K 0.03% +52 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 221 $46.9K <0.01% 0 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 210 $44.6K <0.01% new 13F-HR/A Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 206 $43.8K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 205 $43.5K 0.02% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 202 $42.9K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 194 $41.3K 0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 195 $41K 0.01% -2 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 193 $41K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 190 $40.4K <0.01% -277 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 189 $40.1K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 188 $39.9K 0.01% -9 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 183 $38.9K 0.01% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 182 $38.7K 0.01% -19 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 180 $38.2K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 178 $37.8K 0.03% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 178 $37.8K 0.02% +31 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 171 $37.1K 0.02% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 171 $36.5K 0.03% 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 164 $35K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 163 $35K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 160 $34K <0.01% -51 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 157 $33.3K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 157 $33.3K 0.01% +6 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 155 $33K 0.03% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 151 $32.1K 0.01% +28 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 151 $32.1K <0.01% -7 13F-HR Timeline