Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,207 $296K 0.18% +6 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,203 $296K 0.03% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,195 $295K 0.08% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 3,195 $295K 0.01% -92,240 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,194 $295K 0.03% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,168 $292K 0.01% -10 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 3,150 $291K 0.21% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,145 $290K 0.09% +2 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,134 $289K 0.03% +119 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,075 $284K 0.03% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,073 $284K 0.02% +69 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 3,070 $283K 0.03% -60 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,060 $282K 0.04% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,051 $282K 0.06% -450 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,047 $281K 0.05% +57 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,043 $281K 0.03% +474 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,017 $278K 0.02% +562 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,015 $278K 0.09% 0 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 3,011 $278K 0.1% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,009 $278K <0.01% +391 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,005 $277K 0.04% 0 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 3,000 $277K 0.26% 0 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 2,998 $277K 0.32% +750 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,985 $276K 0.07% +45 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,984 $275K 0.04% -77 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,980 $275K <0.01% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,975 $275K 0.04% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,969 $274K 0.05% -1 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,968 $274K 0.09% -90 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 2,965 $274K 0.05% +10 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 2,965 $274K 0.28% -98 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,955 $273K 0.03% -53 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,940 $271K 0.11% +250 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,920 $271K 0.04% 0 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 2,929 $270K 0.04% -12 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,919 $269K 0.01% -26 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 2,910 $269K 0.17% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,910 $269K 0.12% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,916 $269K 0.05% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,905 $268K 0.01% -45 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,903 $268K 0.01% +65 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,895 $267K 0.05% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2,878 $266K 0.05% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,855 $264K 0.02% +35 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,802 $259K 0.1% -104 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,801 $259K 0.17% -135 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,800 $258K 0.03% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,794 $258K 0.07% -15 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 2,790 $258K 0.03% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,790 $258K 0.1% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,790 $258K 0.18% 0 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 2,790 $258K 0.05% new 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 2,790 $258K 0.04% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,776 $256K 0.08% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,769 $256K 0.03% +1 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,763 $255K <0.01% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,762 $255K 0.2% -738 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,760 $255K 0.01% +15 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,751 $254K 0.04% +426 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,730 $252K 0.14% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,729 $252K 0.01% -531 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,727 $252K 0.12% +16 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,725 $252K 0.01% -43,688 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,719 $251K 0.02% +70 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,718 $251K 0.06% +3 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,713 $250K 0.04% +28 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,703 $249K 0.17% -75 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,700 $249K 0.01% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,685 $248K 0.06% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,674 $247K 0.09% -17 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 2,650 $245K 0.04% -4,775 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,647 $244K 0.01% -2,263 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,625 $242K 0.05% -150 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,617 $242K 0.01% +82 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,595 $240K 0.08% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,593 $239K 0.02% -247 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 2,580 $238K 0.06% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,579 $238K 0.03% +327 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,577 $238K <0.01% +87 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,572 $237K 0.14% +19 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,559 $236K 0.02% +686 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,554 $236K 0.01% +64 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 2,552 $236K 0.01% -173,461 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,550 $235K 0.03% 0 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,549 $235K 0.22% +353 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,548 $235K 0.01% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,537 $234K 0.16% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,536 $234K <0.01% +197 13F-HR Timeline Group PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 2,527 $233K 0.1% +117 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,522 $233K 0.03% -121 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,520 $233K 0.04% 0 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 2,520 $233K 0.08% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 2,500 $231K 0.06% +790 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,498 $231K 0.04% +117 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,490 $230K <0.01% new 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,429 $230K 0.08% +14 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,480 $229K 0.05% -70 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,460 $227K 0.05% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,459 $227K 0.04% +213 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,454 $227K 0.01% +22 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,457 $226K 0.01% +20 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 2,443 $226K 0.16% new 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,442 $225K 0.05% +39 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,403 $222K 0.05% +45 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,400 $222K 0.11% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,393 $221K 0.09% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,410 $220K 0.05% +10 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,363 $218K 0.01% -127 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,375 $218K 0.13% -390 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,355 $217K 0.17% +60 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,354 $217K 0.07% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,329 $215K 0.07% -2,041 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,325 $215K 0.04% 0 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 2,324 $215K 0.21% +19 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,321 $214K 0.02% -274 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,319 $214K 0.14% -158 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,313 $214K 0.04% -45 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,308 $213K 0.01% -30 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,306 $213K 0.01% -20,075 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,295 $212K 0.13% -35 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,280 $210K 0.02% -195 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,280 $210K 0.02% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,280 $210K 0.01% 0 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,253 $208K 0.08% +49 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,250 $208K 0.05% -75 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,255 $206K 0.03% +5 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,232 $206K 0.03% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,226 $205K 0.07% -7 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,223 $205K 0.02% +20 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 648 $205K 0.06% -3,183 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,220 $205K 0.02% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,219 $205K 0.03% -46 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 2,211 $204K 0.04% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,207 $204K 0.02% +62 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,168 $204K 0.04% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,207 $204K 0.04% -44 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,191 $202K 0.02% -418 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,186 $202K 0.01% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,183 $202K 0.01% -15 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,177 $201K 0.08% -30 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 2,176 $201K -7,546 Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,175 $201K 0.01% -27 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,175 $201K 0.03% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,170 $200K 0.05% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,148 $198K 0.02% -2 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,141 $198K <0.01% -64 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,140 $198K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,115 $195K 0.05% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,081 $192K 0.01% +145 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,045 $189K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,035 $188K 0.01% +120 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2,015 $186K 0.06% +5 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,990 $184K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,950 $180K 0.07% +164 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 1,935 $179K 0.17% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,920 $177K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,899 $175K 0.01% +9 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,890 $174K 0.02% -255 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,890 $174K 0.02% +120 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,877 $173K 0.03% -313 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,866 $172K 0.05% -714 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,860 $172K 0.01% -435 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,817 $168K <0.01% -189 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,805 $167K 0.08% +10 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,800 $166K 0.07% -1,800 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,703 $157K 0.02% +17 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 1,683 $155K 0.15% -117 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,650 $152K 0.01% 0 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 1,596 $147K 0.05% +90 13F-HR/A Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,515 $140K 0.01% 0 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,500 $138K 0.07% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,500 $138K 0.04% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,454 $134K 0.02% +59 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 1,455 $134K 0.1% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,436 $133K 0.08% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,426 $132K <0.01% +578 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,415 $131K <0.01% +110 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,375 $127K 0.01% -412 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,370 $126K 0.03% +52 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1,344 $124K 0.1% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,314 $121K 0.12% -256 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,275 $118K 0.07% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 1,254 $116K 0.06% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,247 $115K 0.03% +216 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,225 $113K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,215 $112K 0.05% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,200 $111K 0.02% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 1,200 $111K 0.11% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,196 $110K 0.01% -58 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,171 $108K 0.02% +17 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,155 $107K 0.01% -93 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,136 $105K 0 Timeline NVWM, LLC More: the full row for NVWM, LLC 1,129 $104K 0.02% -406 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 1,125 $104K 0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,125 $104K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,080 $99.7K <0.01% new 13F-HR/A Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,080 $99.7K 0.02% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,045 $96.5K <0.01% +145 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 958 $88.4K 0.03% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 919 $84.8K 0.01% +4 13F-HR Timeline