Abel Hall, LLC More: the full row for Abel Hall, LLC 5,765 $567K 0.1% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 5,756 $566K <0.01% -647 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 5,736 $564K 0.17% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,705 $561K 0.14% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 5,687 $559K 0.06% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 5,671 $558K 0.32% +7 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,631 $554K 0.02% -6 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,618 $552K 0.03% -28 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 4,725 $552K 0.36% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 5,600 $551K 0.39% -9,392 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,587 $549K 0.01% -1,202 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,574 $548K 0.05% +1,972 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 5,548 $546K 0.15% -15 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,546 $545K 0.01% -249 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,543 $545K 0.06% +2,017 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 5,541 $545K 0.26% +5 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 5,488 $540K 0.39% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 5,479 $539K 0.18% +2,148 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 5,449 $536K 0.02% +14 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 5,447 $536K <0.01% +95 13F-HR Timeline Group Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 5,430 $533K 0.18% -102 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,418 $533K 0.02% +302 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,403 $531K 0.02% +435 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,341 $525K 0.02% +1,066 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 5,335 $525K 0.06% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 4,544 $523K 0.06% +191 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,321 $523K 0.15% -363 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,311 $522K 0.01% -1,092 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 5,296 $521K 0.11% -1,456 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,281 $519K 0.04% +493 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 5,273 $518K 0.04% +1,400 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,217 $513K 0.04% -355 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,207 $512K 0.02% -14,379 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 5,215 $512K 0.11% +336 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 5,200 $511K <0.01% -5,600 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,178 $509K 0.36% -286 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 5,162 $508K 0.03% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,898 $503K 0.03% -295 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 5,109 $502K 0.03% -1,224 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,079 $499K 0.01% +1,419 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,065 $498K 0.02% +297 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,065 $498K 0.01% -748 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,056 $497K 0.01% +1,267 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,037 $495K <0.01% -917 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 5,011 $493K <0.01% -960 13F-HR Timeline Group NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 5,008 $492K 0.29% -177 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,999 $492K 0.04% +923 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,973 $489K 0.04% +298 13F-HR/A Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,925 $484K 0.15% -681 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,922 $484K 0.01% -1,133 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,919 $484K 0.03% -31 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,891 $481K 0.05% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,887 $481K 0.09% -540 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,839 $478K 0.07% +980 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 4,857 $478K 0.07% +871 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,835 $473K 0.03% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,806 $473K <0.01% +381 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,804 $472K 0.24% +995 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,770 $469K 0.03% -4,129 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,743 $466K 0.03% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,736 $466K <0.01% -836 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,730 $465K 0.01% -222 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,728 $465K 0.09% +281 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,680 $460K 0.06% -74 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,677 $460K 0.01% +370 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,472 $459K <0.01% -3,175 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,636 $456K 0.04% +195 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,633 $456K 0.03% -1,948 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,604 $453K 0.01% -1,048 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,597 $452K 0.01% +1,169 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,597 $452K 0.02% new 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 4,593 $452K 0.05% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,580 $450K 0.09% +445 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,579 $450K 0.24% +9 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 4,573 $450K 0.22% -150 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 4,546 $447K 0.32% +83 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,519 $444K 0.03% -274 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 4,514 $444K 0.25% -420 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,507 $443K 0.17% -5,765 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,488 $441K 0.01% +370 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,476 $440K 0.01% +352 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,473 $440K 0.12% -3,506 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,435 $436K 0.04% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,425 $435K 0.01% -155 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 4,421 $435K 0.09% 0 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 4,396 $432K 0.28% -105 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,391 $432K 0.07% -458 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 4,347 $428K 0.07% -26 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,341 $427K 0.03% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,317 $424K 0.02% new 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 4,300 $423K 0.07% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,278 $421K 0.09% +4,221 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 4,200 $419K 0.01% 0 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 4,257 $419K 0.3% +12 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 4,252 $418K 0.26% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,248 $418K 0.01% -1,555 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,239 $417K 0.01% +307 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,233 $416K 0.11% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,165 $416K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,216 $415K 0.01% -562 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 4,216 $415K 0.51% new 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 4,214 $414K 0.08% -701 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 4,211 $414K 0.1% +51 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,175 $411K 0.05% -515 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 4,162 $409K 0.05% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,159 $409K 0.02% +46 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,154 $408K 0.02% -490 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 4,152 $408K 0.16% new 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 4,131 $406K <0.01% -8,290 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,131 $406K 0.03% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,752 $406K 0.3% -107 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 4,100 $403K 0.1% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,094 $403K 0.14% +66 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 4,073 $401K 0.28% +1,254 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,067 $400K 0.08% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,049 $398K 0.02% +1,624 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,045 $398K 0.01% -562 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,043 $398K 0.03% -65 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,025 $396K 0.02% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 4,022 $396K 0.13% +567 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,020 $395K 0.16% new 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,011 $394K 0.02% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,992 $393K 0.01% +1,208 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,920 $391K 0.02% -795 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,931 $387K <0.01% -146 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,911 $385K <0.01% +264 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 3,911 $385K 0.25% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,898 $383K 0.01% +2 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,889 $382K 0.01% -381 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 3,888 $382K 0.05% -63 13F-HR/A Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,871 $381K 0.03% +1,297 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,867 $380K 0.02% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,850 $379K 0.17% 0 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 3,844 $378K <0.01% +742 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,816 $375K 0.06% +14 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,816 $375K 0.04% -181 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,814 $375K 0.14% -60 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,803 $374K 0.01% -40 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,796 $373K 0.03% +3 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,806 $373K 0.06% +443 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,768 $371K 0.02% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,766 $370K 0.01% -144 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,752 $369K 0.01% -315 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,728 $367K 0.02% -1,640 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,725 $366K 0.22% +44 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,723 $366K 0.07% -9,401 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 3,715 $365K 0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,702 $364K 0.01% +319 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,702 $364K 0.09% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,702 $364K 0.09% new 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,694 $363K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 3,673 $361K 0.14% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,659 $360K 0.04% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,644 $358K 0.02% +209 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,635 $357K 0.11% +110 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,626 $357K <0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,622 $356K <0.01% +11 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,603 $354K 0.01% +61 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,591 $353K 0.16% +5 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,553 $349K 0.02% -226 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,553 $349K 0.05% +10 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,552 $349K 0.09% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,151 $349K 0.08% +9 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,879 $349K 0.16% -109 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,540 $348K 0.04% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,533 $347K 0.12% +356 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,526 $347K 0.02% new 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 3,506 $345K 0.24% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,500 $344K 0.03% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,457 $340K 0.05% +307 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,453 $339K 0.02% -592 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,450 $339K 0.05% +169 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,441 $338K 0.03% 0 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3,426 $337K 0.05% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,423 $337K 0.01% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,401 $334K 0.07% -39 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,400 $334K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,394 $334K 0.07% -154 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,773 $333K 0.05% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,366 $331K 0.11% -637 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 3,349 $329K 0.02% -535 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,344 $329K 0.25% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,334 $328K 0.15% +1,313 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,323 $327K 0.1% -663 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,321 $327K 0.04% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,781 $325K <0.01% +1,133 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,300 $324K 0.02% -7,749 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 3,295 $324K 0.31% -313 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,289 $323K 0.01% +96 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,279 $322K 0.38% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,278 $322K 0.01% -225 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,272 $322K 0.09% -89 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,270 $322K 0.01% +9 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 3,252 $320K 0.15% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,248 $319K 0.01% +1 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,233 $318K 0.02% -118 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 3,232 $318K 0.27% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,219 $317K 0.11% -66 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,207 $315K 0.01% +657 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,682 $315K 0.02% -35 13F-HR Timeline