TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 8,083 $1.3M 0.85% -12 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 8,014 $1.28M 0.1% -1,583 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,008 $1.28M 0.05% -1,020 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 7,984 $1.28M 0.4% -16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,981 $1.28M 0.01% -3,503 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,652 $1.28M 0.07% -928 13F-HR/A Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 7,941 $1.27M 0.61% -1,039 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 7,937 $1.27M 1.21% -280 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,925 $1.27M 0.42% +2,209 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 7,890 $1.26M 0.69% -1,186 13F-HR/A Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 7,879 $1.26M 0.26% +1,901 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,872 $1.26M 0.38% +213 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,867 $1.26M 0.04% -4,789 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 7,838 $1.26M 0.05% +631 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 7,761 $1.24M 0.03% +941 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 7,741 $1.24M 0.83% +38 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,736 $1.24M 0.2% -176 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 7,733 $1.24M 0.89% +704 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 7,729 $1.24M 0.45% +1,163 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,703 $1.23M 0.03% new 13F-HR/A Timeline Navalign, LLC More: the full row for Navalign, LLC 7,703 $1.23M 0.31% +466 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 7,641 $1.23M 0.22% -168 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 7,640 $1.22M 0.25% +304 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,634 $1.22M 0.19% +1,143 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,619 $1.22M 0.45% +3,088 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 7,045 $1.22M 0.18% -83,038 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 7,574 $1.21M 0.04% +4,095 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 7,568 $1.21M 0.16% +3 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,518 $1.21M 0.24% -10,156 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 7,507 $1.2M 0.11% +514 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 7,507 $1.2M 0.44% 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 7,502 $1.2M 1.1% +2,402 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 7,501 $1.2M 2.01% +2,520 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 7,495 $1.2M 0.3% -14 13F-HR Timeline Group BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 7,489 $1.2M 0.95% -32,474 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 7,435 $1.19M 0.47% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,432 $1.19M 0.05% +1,282 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 7,410 $1.19M 0.52% -105 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 7,394 $1.19M 0.07% -137 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,391 $1.18M 0.15% -2,194 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,664 $1.18M 0.04% +1,091 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 7,372 $1.18M 0.16% +953 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 7,384 $1.18M 0.18% +9 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,367 $1.18M 0.06% -1,865 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 7,342 $1.18M 0.32% -1,249 13F-HR/A Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 7,303 $1.17M <0.01% +936 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 7,303 $1.17M 0.2% -44 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 7,300 $1.17M 0.18% +403 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 7,277 $1.17M 0.72% +3,949 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 7,275 $1.17M 0.18% +587 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,241 $1.16M 0.12% +3,014 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 7,238 $1.16M 0.08% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 7,237 $1.16M 0.14% +5,750 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 7,209 $1.16M 0.19% +5,744 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 7,205 $1.16M 0.99% +312 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 7,184 $1.15M 0.24% -95 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,136 $1.14M 0.08% -1,374 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 7,078 $1.13M 0.97% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 7,038 $1.13M 0.01% +3,831 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 7,023 $1.13M 0.76% -25 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,023 $1.13M 0.01% -1,004 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 7,015 $1.12M 0.83% -241 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,991 $1.12M 0.02% +2,446 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,984 $1.12M 0.06% +4,187 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 6,977 $1.12M 1.05% +188 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,930 $1.11M 0.03% +1,004 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,925 $1.11M 0.35% +238 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 6,910 $1.11M 0.49% +656 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,897 $1.11M 0.13% +1,642 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 6,896 $1.11M 0.22% -5,845 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,890 $1.1M 0.05% +290 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,882 $1.1M 0.08% +627 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,868 $1.1M 0.07% -1,852 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 6,850 $1.1M 0.43% -3,638 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,849 $1.1M 0.05% +4,211 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,833 $1.1M 0.03% +4,331 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,821 $1.09M 0.02% -687 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 6,793 $1.09M 0.5% +55 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 6,789 $1.09M 0.05% +7 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,644 $1.07M 0.08% -894 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,613 $1.06M 0.14% -1,362 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 6,608 $1.06M 0.74% 0 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 6,600 $1.06M 0.05% 0 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,598 $1.06M 0.1% -380 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 6,589 $1.06M 0.53% -1,281 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,589 $1.06M 0.01% +1,016 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 6,580 $1.05M 0.27% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 6,578 $1.05M 0.3% +324 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,572 $1.05M 0.06% +131 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 6,565 $1.05M 0.02% -353 13F-HR Timeline Group VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,547 $1.05M 0.58% +236 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,531 $1.05M 0.02% -45 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 6,497 $1.04M 0.74% +646 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,499 $1.04M 0.06% -258 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,471 $1.04M 0.17% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,469 $1.04M 0.24% +987 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 6,463 $1.04M 0.41% +177 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,463 $1.04M 0.2% -75 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 6,434 $1.03M 0.11% +309 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,417 $1.03M 0.02% +30 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 6,422 $1.03M 0.12% +191 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 6,416 $1.03M 0.91% -33 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,398 $1.03M 0.03% -10,989 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 6,395 $1.03M 0.01% -18,145 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,373 $1.02M 0.03% +937 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 6,362 $1.02M 0.08% +4,820 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,359 $1.02M 0.02% +62 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,357 $1.02M 0.04% -4,667 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 6,350 $1.02M <0.01% +6,178 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 6,341 $1.02M 0.06% +2,793 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 6,300 $1.01M 0.17% -1,461 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 6,273 $1.01M 0.71% +912 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,256 $1M 0.05% +2,070 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 6,234 $999K 0.8% -481 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,233 $999K 0.06% +1,376 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,224 $998K 0.42% +73 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,207 $995K 0.11% +117 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,156 $987K 0.17% +1,392 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,100 $978K 0.08% +100 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,292 $975K 0.15% -80 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 6,075 $974K 0.9% -22 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 6,036 $968K 1% +151 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 6,025 $966K 1% 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,012 $964K 0.06% +1,032 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 6,008 $963K 0.59% +243 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 5,983 $959K 0.37% -3,308 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,977 $958K 0.07% +2,870 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 5,952 $954K 0.32% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 5,949 $954K 0.03% -58 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 5,944 $953K 0.33% +10 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,939 $952K 0.12% -523 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,939 $952K 0.08% +822 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,918 $949K 0.03% +707 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,901 $946K 0.04% -4,222 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,900 $946K 0.19% +150 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 5,900 $946K 0.75% +425 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 5,888 $944K 0.81% +1,951 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,877 $942K 0.08% -415 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,867 $941K 0.15% -2,364 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 5,858 $939K 0.89% +87 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,852 $938K 0.02% +376 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,840 $936K 0.05% +1,633 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 5,821 $933K 0.15% -169 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 5,821 $933K 0.64% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 5,817 $933K 0.01% -2,821 13F-HR Timeline Group FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,582 $932K 0.14% +264 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,805 $931K 0.12% -800 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,782 $927K 0.13% -32 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5,745 $926K 0.14% +2,968 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,773 $926K 0.3% +1,182 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,761 $924K 0.1% +2,269 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,747 $921K 0.08% +96 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,609 $920K 0.06% -195 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 5,741 $920K 0.51% +32 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,739 $920K 0.03% -1,644 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 5,721 $917K 0.25% +1,854 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 5,717 $917K 0.53% -3,541 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 5,711 $916K 0.41% +1,581 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 5,710 $915K 0.65% +260 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 5,698 $914K 0.61% -210 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 5,671 $909K 0.27% -280 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,671 $909K 0.22% -104 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 5,663 $908K 0.15% +1,189 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 5,660 $907K 0.15% +2,531 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,636 $904K 0.11% +42 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 5,636 $904K 0.15% -15,867 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 5,633 $903K 0.74% +270 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 5,631 $903K 0.46% -2,520 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,608 $899K 0.24% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,586 $896K 0.49% +107 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 5,580 $895K 0.16% +230 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 5,574 $894K <0.01% -487 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,563 $892K 0.17% +192 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 5,561 $891K 0.01% -540,506 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 5,521 $885K 0.69% +75 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,517 $884K 0.21% -136 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,881 $884K 0.02% -877 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 5,486 $880K 0.82% +115 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 5,484 $879K 0.32% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,481 $879K 0.03% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,479 $878K 0.05% +61 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,475 $878K 0.37% -303 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,475 $878K 0.36% +1,710 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,426 $870K 0.13% +678 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 5,401 $866K 0.47% +975 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,383 $863K 0.24% -2,087 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,358 $859K 0.43% +478 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 5,338 $856K 0.36% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,329 $854K 0.05% +197 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,320 $853K 0.41% +1,720 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 5,291 $848K 0.02% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,277 $846K 0.05% -4,289 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 5,275 $846K 0.07% +251 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,254 $842K 0.13% +461 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 5,444 $840K 0.36% +1,848 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,235 $839K 0.06% -111 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 5,201 $834K 0.04% +2,583 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5,198 $833K 0.34% -731 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,188 $832K 0.06% +1,231 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,178 $830K 0.03% 0 13F-HR Timeline