Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,379 $1.15M 0.56% +237 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 3,376 $1.15M 0.74% +1,340 13F-HR Timeline Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 3,356 $1.14M 0.03% new 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 3,344 $1.14M 0.58% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,342 $1.14M 0.09% +10 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,339 $1.14M 0.54% +480 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,337 $1.14M 0.07% +608 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,330 $1.14M 0.09% -64 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 3,326 $1.13M 0.63% +479 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 3,318 $1.13M 0.35% -15 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,301 $1.13M 0.11% +280 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3,288 $1.12M 0.07% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 3,200 $1.11M 0.17% 0 13F-HR Timeline Group J2 Capital Management Inc More: the full row for J2 Capital Management Inc 3,255 $1.11M 0.75% -1,537 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,244 $1.11M 0.15% -5,508 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,240 $1.1M 0.22% -113 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,239 $1.1M 0.16% +322 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,230 $1.1M 0.01% +148 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,229 $1.1M 0.06% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,222 $1.1M 0.06% -418 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,219 $1.1M 0.13% +392 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,214 $1.1M 0.2% +251 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,209 $1.09M 0.02% +70 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,206 $1.09M 0.94% +38 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 3,200 $1.09M 0.33% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,199 $1.09M 0.38% -95 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,197 $1.09M 0.16% +38 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 3,190 $1.09M 0.23% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,188 $1.09M 0.06% +647 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,027 $1.08M 0.36% -29 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,167 $1.08M 0.15% +146 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,164 $1.08M 0.48% +744 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 3,160 $1.08M 1.16% +8 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 3,149 $1.07M 0.09% +819 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,137 $1.07M 0.18% +1,450 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 3,136 $1.07M 0.3% -283 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,129 $1.07M 0.1% +241 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,128 $1.07M 0.18% -318 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,125 $1.07M 0.07% +34 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 3,116 $1.06M 0.07% +858 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,115 $1.06M 0.11% -4,999 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,114 $1.06M 0.02% +89 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,108 $1.06M 0.09% +130 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 3,100 $1.06M 0.44% -1,591 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,092 $1.05M 0.55% +364 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 3,090 $1.05M 0.33% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,083 $1.05M 0.6% +48 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 3,079 $1.05M 1.1% -388 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,074 $1.05M 0.15% +538 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 3,064 $1.04M 0.08% +64 13F-HR/A Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 3,064 $1.04M 0.25% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,062 $1.04M 0.48% +512 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 3,052 $1.04M 0.35% -14 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,045 $1.04M 0.04% -414 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 3,024 $1.03M 0.22% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 3,023 $1.03M 0.4% -1,788 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,020 $1.03M 0.37% -7,046 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 3,010 $1.03M 0.34% -100 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,009 $1.03M 0.12% +696 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 3,000 $1.02M 0.04% -2,000 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,372 $1.02M 0.16% +1,080 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,992 $1.02M 0.32% +433 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,985 $1.02M 0.47% -168 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,982 $1.02M 0.21% -92 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,979 $1.02M 0.47% -580 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,955 $1.01M 0.1% +1,382 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,144 $1.01M 0.21% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,936 $1M 0.46% -129 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,929 $999K 0.18% +274 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,905 $991K 0.14% -126 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,900 $989K 0.03% -264 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,891 $986K 0.59% +127 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 2,891 $986K 0.59% -44 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,878 $981K 0.08% -1,503 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,877 $981K 0.06% +268 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,872 $979K 0.08% -157 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,868 $978K 0.23% +966 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,863 $976K 0.22% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,853 $973K 0.15% +129 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 2,850 $972K 0.95% -220 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,847 $971K 0.2% +61 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,835 $967K 0.08% +585 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,830 $965K 0.73% +121 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,828 $964K 0.34% -2,647 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,821 $962K 0.24% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,800 $955K 0.25% +3 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,795 $953K 0.38% -80 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 2,794 $953K 0.51% 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,740 $951K 0.06% -3,199 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,782 $949K 0.43% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,775 $946K 0.1% -511 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 2,772 $945K 0.04% -1,618 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,758 $941K 0.04% -390 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,756 $940K 0.1% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,756 $940K 0.28% -111 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 2,743 $935K 0.62% +202 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,733 $932K 0.4% +2 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,733 $932K 0.13% +252 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,729 $931K 0.03% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,726 $930K 0.32% +5 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,721 $928K 0.21% -51 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,717 $927K 0.09% -44 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,712 $925K 0.06% -122 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,711 $925K 0.28% +511 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,707 $923K 0.26% +169 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,705 $922K 0.35% -22 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 2,699 $920K 0.23% +2,188 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,706 $918K 0.94% -6,060 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,688 $917K 0.23% -123 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,664 $908K 0.06% +106 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,660 $907K 0.69% +235 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,652 $904K 0.02% +150 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,648 $903K 0.01% -2,913 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,647 $903K 0.04% +120 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,640 $900K 0.17% -242 13F-HR/A Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,640 $900K 0.1% -775 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,634 $898K 0.05% +151 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 2,679 $889K 0.38% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,607 $889K 0.5% +294 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,599 $886K 0.11% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,590 $883K 0.14% -2,990 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,588 $883K 0.23% +68 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 2,588 $883K 0.12% +594 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,588 $883K 0.05% +12 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,585 $882K 0.04% -294 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,578 $879K <0.01% -6,994 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,577 $879K 0.09% +702 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,556 $872K 0.17% -608 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 2,433 $868K 0.27% +141 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,539 $866K 0.47% -190 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,536 $865K 0.21% -181 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 2,535 $864K 0.08% +205 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,530 $863K 0.18% -13 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,529 $863K 0.13% +17 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 2,528 $862K 0.33% -76 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,525 $861K 0.05% -2,294 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,518 $859K 0.59% -252 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,513 $857K 0.12% +66 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2,497 $852K 0.65% -190 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,495 $851K 0.17% +307 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,485 $847K 0.08% +498 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,484 $847K 0.5% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,474 $843K 0.15% +217 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,466 $841K 0.09% new 13F-HR Timeline Group Tradewinds, LLC. More: the full row for Tradewinds, LLC. 19,621 $838K 0.2% +18,234 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,456 $837K 0.08% +421 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,450 $835K 0.16% -138 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,446 $834K 0.06% +78 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,338 $828K 0.09% -102 13F-HR Timeline SORA INVESTORS LLC More: the full row for SORA INVESTORS LLC 2,423 $826K 0.06% -577 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,419 $825K 0.11% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 2,415 $824K 0.28% +1,053 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,397 $817K 0.02% +562 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,397 $817K 0.09% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,380 $812K 0.07% -42 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 2,369 $808K 0.46% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,359 $804K 0.05% +10 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,350 $801K 0.02% -94 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 6,863 $801K 0.19% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 2,340 $798K 0.62% -240 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,339 $798K 0.35% -364 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,497 $797K 0.06% -679 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,335 $796K 0.04% +26 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,332 $795K 0.12% +4 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,329 $794K 0.05% +10 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,059 $793K 0.37% -4,976 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,308 $787K 0.06% -68 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,302 $785K 0.13% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,295 $783K 0.28% +153 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 2,290 $781K 0.25% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,287 $780K 0.43% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,281 $778K 0.23% -111 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,400 $777K 0.15% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,270 $774K 0.02% +399 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 2,268 $773K 0.08% -403 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 2,267 $773K 0.07% -771 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 2,267 $773K 0.14% -3 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,253 $768K 0.05% -949 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,250 $767K 0.12% +11 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,245 $766K 0.25% +219 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 2,238 $763K 0.57% -26 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 2,235 $762K 0.39% 0 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 2,232 $761K 0.45% +85 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,225 $759K 0.21% +930 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,225 $759K 0.06% +622 13F-HR/A Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,220 $757K 0.68% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,218 $756K 0.06% +665 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,212 $754K 0.12% +66 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 2,212 $754K 0.4% +594 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,209 $753K 0.43% +23 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,206 $752K 0.23% +36 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,206 $752K 0.03% -7 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,202 $751K 0.08% -421 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,200 $750K 0.11% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,199 $750K 0.4% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,196 $749K <0.01% -249 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 2,194 $748K 0.07% -11,380 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,190 $747K 0.25% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,184 $745K 0.43% 0 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 2,183 $744K 0.34% +168 13F-HR Timeline