Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,676 $343K 0.07% 0 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,671 $342K 0.12% +281 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,669 $342K 0.11% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,668 $341K 0.15% +70 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,663 $340K 0.04% +9 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,661 $340K 0.02% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,660 $340K 0.22% -217 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,657 $339K 0.07% new 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,644 $336K 0.07% -842 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,643 $336K 0.02% 0 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,643 $336K 0.16% +146 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,639 $335K 0.03% +61 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,629 $333K 0.04% -79 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,627 $333K 0.08% -17 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,624 $332K 0.22% +202 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,617 $331K 0.16% -5 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 1,616 $331K 0.12% +28 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,615 $330K 0.05% -50 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,615 $330K 0.24% +15 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,614 $330K 0.12% -87 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,613 $330K 0.09% -202 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 1,612 $330K <0.01% -300 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,606 $329K 0.08% -25 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,606 $329K 0.3% new 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,605 $328K 0.06% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,600 $327K 0.03% new 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,598 $327K 0.11% new 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,597 $327K 0.14% +119 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 1,940 $327K 0.09% -4,919 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,592 $326K 0.12% +742 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,590 $325K 0.02% new 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,588 $325K 0.15% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,583 $324K 0.06% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,580 $323K 0.03% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,579 $323K 0.22% +60 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,573 $322K 0.03% -19 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,572 $322K 0.03% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,569 $321K 0.01% new 13F-HR Timeline Group McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 1,568 $321K 0.06% 0 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 1,560 $319K 0.27% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,557 $319K 0.16% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,550 $317K 0.18% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,549 $317K 0.13% -133 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,548 $317K 0.01% -2,614 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 1,545 $316K 0.12% -348 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,542 $316K 0.06% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,540 $315K <0.01% -94,832 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 1,540 $315K 0.02% +28 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,530 $313K 0.06% +169 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,530 $313K 0.04% -100 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,529 $313K 0.03% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,526 $312K 0.04% -546 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,524 $312K 0.06% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,524 $312K 0.03% -138 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,520 $311K 0.14% +70 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,517 $310K 0.26% 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,511 $309K 0.2% +20 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,509 $309K 0.06% -6 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,508 $309K 0.06% -534 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,506 $308K 0.16% +183 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,501 $307K 0.1% +60 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 1,500 $307K 0.67% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,499 $307K 0.04% new 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,498 $307K 0.08% -80 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,489 $305K 0.14% -3 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,488 $305K 0.04% -141 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,476 $302K 0.01% 0 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,470 $301K 0.02% -140 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,470 $301K 0.09% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,462 $299K 0.03% +24 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,472 $298K 0.16% +164 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,454 $298K 0.08% 0 13F-HR Timeline Group Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,454 $298K 0.3% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jordan Park Group LLC More: the full row for Jordan Park Group LLC 1,452 $297K 0.02% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,452 $297K 0.11% +111 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,450 $297K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,448 $296K 0.01% -3,764 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,448 $296K 0.04% +93 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,444 $296K 0.03% -55 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 1,442 $295K 0.17% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,440 $295K <0.01% +621 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. McHugh Group, LLC More: the full row for McHugh Group, LLC 1,440 $295K 0.2% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,436 $294K 0.04% +135 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 1,435 $294K 0.02% -1,271 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,432 $293K 0.01% -433 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,430 $293K 0.05% +56 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 1,430 $293K 0.04% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,429 $292K 0.12% +203 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,673 $289K 0.04% -51 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,409 $288K 0.06% -216 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,406 $288K 0.07% -116 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,407 $288K 0.05% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,405 $288K 0.07% +37 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,404 $287K 0.08% +204 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,400 $286K 0.14% new 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,400 $286K 0.02% -200 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,399 $286K 0.01% -133 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,397 $286K 0.03% -84 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,394 $285K 0.19% +135 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,386 $284K 0.02% -305 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 1,383 $283K 0.07% +69 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 1,380 $282K 0.05% 0 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 1,378 $282K 0.1% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,377 $282K 0.08% +57 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,372 $281K 0.06% +81 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,368 $280K 0.14% -7 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 1,366 $280K 0.05% +118 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,363 $279K 0.04% -97 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,362 $279K 0.02% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,362 $279K 0.06% -20 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,361 $279K 0.02% +1 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,354 $277K 0.14% +115 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,353 $277K 0.12% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,620 $276K 0.08% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,346 $275K 0.1% +28 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,344 $275K 0.04% +20 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 1,342 $275K 0.04% 0 13F-HR Timeline Group BXM Wealth LLC More: the full row for BXM Wealth LLC 1,340 $274K 0.33% +80 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,339 $274K 0.03% -314 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,339 $274K 0.08% +110 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 1,336 $273K 0.19% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,335 $273K 0.02% new 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 1,600 $273K 0.3% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,332 $273K 0.21% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 928 $272K 0.01% +175 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,330 $272K 0.14% 0 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 1,328 $272K 0.15% +101 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,327 $272K 0.04% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,326 $271K 0.08% -13 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 1,321 $270K 0.02% -19,039 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,320 $270K 0.04% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,320 $270K 0.04% 0 13F-HR Timeline Group Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,320 $270K 0.06% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,318 $270K 0.01% -239 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,317 $270K 0.03% +857 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,312 $269K 0.03% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,311 $268K 0.02% +30 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,309 $268K 0.01% +74 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,308 $268K 0.11% -36 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,301 $266K 0.06% +121 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,300 $266K 0.19% new 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 1,300 $266K 0.16% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 1,326 $266K 0.01% -5,606 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,299 $266K 0.08% -40 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 1,297 $265K 0.06% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,290 $264K 0.03% -230 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 1,289 $264K 0.25% +5 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,286 $263K 0.01% 0 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,285 $263K 0.16% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,284 $263K 0.2% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,284 $263K 0.03% +8 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,283 $263K 0.16% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,279 $262K 0.14% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,275 $261K 0.02% -78 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,274 $261K 0.03% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 1,272 $260K <0.01% -9 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,262 $258K 0.07% +26 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,258 $257K 0.02% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,258 $257K 0.03% -2,789 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 1,258 $257K 0.08% 0 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,257 $257K 0.09% +55 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 1,254 $257K 0.2% -80 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,253 $256K 0.03% new 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,251 $256K 0.18% -137 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,247 $255K 0.13% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,243 $254K 0.13% +8 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,236 $253K 0.04% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,234 $253K 0.1% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,233 $252K 0.02% +35 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 1,250 $252K 0.17% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,229 $252K 0.06% new 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 1,229 $252K 0.24% -23 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 1,219 $249K 0.17% -18,162 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,218 $249K 0.09% 0 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 1,217 $249K 0.04% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,210 $248K 0.03% -190 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,210 $248K 0.02% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,208 $247K 0.04% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,205 $247K 0.03% new 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,205 $247K 0.11% new 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 1,204 $246K 0.09% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,200 $246K <0.01% +98 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,201 $246K 0.08% new 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,199 $245K 0.09% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,197 $245K 0.14% new 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,192 $244K 0.08% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,188 $243K 0.04% 0 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,186 $243K 0.28% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,184 $242K 0.01% 0 13F-HR Timeline Group Holistic Financial Partners More: the full row for Holistic Financial Partners 1,183 $242K 0.11% +6 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,180 $241K 0.03% -276 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,175 $240K 0.07% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,174 $240K 0.09% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,172 $240K 0.1% -262 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 1,170 $239K 0.03% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,168 $239K 0.04% -141 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,166 $239K 0.06% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,162 $238K 0.02% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,160 $237K 0.06% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,153 $236K 0.03% +409 13F-HR Timeline