RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,981 $923K 0.01% +672 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 5,935 $916K 0.11% -105 13F-HR Timeline OSSIAM More: the full row for OSSIAM 5,935 $916K 0.01% -3,978 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 5,918 $913K 0.9% +17 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,911 $912K 0.06% +240 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,910 $912K 0.03% -420 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 5,910 $912K 0.06% -706 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,902 $910K 0.18% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 5,884 $908K 0.74% -79 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 5,881 $907K 0.11% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,877 $907K 0.05% -156 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,844 $902K 0.17% -706 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 5,823 $898K 0.02% +614 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,748 $887K 0.01% -855 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 5,736 $885K 0.4% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,725 $883K 0.21% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,709 $881K 0.07% +867 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,696 $879K 0.03% +2,572 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 5,686 $877K 0.15% -82 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,672 $875K 0.1% +943 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 5,652 $872K 0.21% -1,520 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 5,650 $872K 0.04% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,612 $866K 0.04% +256 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,586 $862K 0.06% +68 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 5,578 $861K 0.73% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 5,568 $859K 0.19% -320 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 5,535 $854K 0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,528 $853K 0.01% +67 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,522 $852K 0.02% +934 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 5,520 $852K 0.67% 0 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,474 $845K 0.01% -744 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 5,463 $843K 0.03% -738 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 5,455 $842K 0.06% 0 13F-HR Timeline STF Management LP More: the full row for STF Management LP 5,455 $842K 0.4% -12 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,746 $841K 0.05% -850 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,420 $836K 0.02% +130 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,392 $832K 0.12% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,362 $827K 0.04% +18 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,242 $809K 0.77% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,236 $808K 0.05% +566 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 5,212 $804K 0.17% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 5,180 $799K 0.37% new 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 5,152 $795K 0.18% +7 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,134 $792K 0.04% +1,302 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 5,146 $780K 0.5% +10 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 5,057 $780K 0.14% -639 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,051 $779K 0.02% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,000 $771K 0.02% -196 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,999 $771K 0.07% new 13F-HR/A Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,989 $770K 0.2% -38 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,903 $756K 0.03% -1,427 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,891 $755K 0.01% +470 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,891 $755K 0.1% -19 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,868 $751K 0.01% -1,267 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,858 $749K 0.09% +11 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,818 $743K 0.02% +58 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 4,814 $743K 0.07% +162 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,810 $742K 0.05% +2,561 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,804 $741K <0.01% -2,119 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,758 $734K 0.07% +966 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,758 $734K 0.04% -11 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,749 $733K 0.05% -2,326 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,746 $732K 0.05% +1,571 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,732 $730K <0.01% -2,205 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,731 $730K 0.07% +1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,723 $730K 0.01% -133 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,706 $726K 0.08% +1,617 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 4,697 $725K 0.38% +394 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,686 $723K 0.22% +45 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,676 $721K <0.01% -769 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,675 $721K 0.03% -227 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,652 $718K 0.15% +51 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,633 $715K 0.07% -89 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 4,625 $714K 0.45% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,619 $713K 0.12% -25 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 4,718 $713K <0.01% -116 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 4,618 $712K 0.09% -68 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,603 $710K 0.08% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,592 $708K 0.19% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,582 $707K 0.07% -54 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,567 $705K 0.04% +139 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 4,560 $704K 0.25% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,544 $701K 0.04% +35 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 4,529 $699K 0.31% -374 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 4,480 $691K 0.26% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,480 $691K 0.2% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,462 $688K 0.09% -68 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 4,459 $688K 0.22% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,456 $687K 0.04% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,413 $681K 0.16% +405 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,390 $677K 0.05% -60 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 4,373 $675K 0.17% -50 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,375 $675K 0.03% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,321 $667K 0.14% +1,332 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,302 $664K 0.12% 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 4,302 $664K 0.05% -266 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,301 $664K 0.05% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 4,300 $663K 0.16% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4,296 $663K 0.3% -1,303 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,283 $661K 0.22% -100 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 4,269 $659K 0.46% +262 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,259 $657K 0.09% +329 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,259 $657K 0.04% new 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,244 $655K 0.06% -104 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,242 $654K 0.08% -2,468 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 4,237 $654K 0.1% -126 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 4,195 $647K 0.21% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,166 $643K 0.02% +163 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 4,160 $642K 0.21% +108 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,154 $641K 0.04% +1,587 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,146 $640K 0.33% -74 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,144 $639K 0.1% +519 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,140 $639K 0.09% +34 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,135 $638K 0.02% +902 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,214 $637K 0.34% -600 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 4,110 $634K 0.48% -750 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,109 $634K 0.25% -4,962 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,099 $632K 0.05% +42 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,076 $629K 0.03% +2,600 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 4,162 $629K 0.01% -4,849 13F-HR Timeline Group Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 4,072 $628K 0.64% +5 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,066 $627K 0.01% 0 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 4,055 $626K 0.01% -4,376 13F-HR/A Timeline Group TFG Advisers LLC More: the full row for TFG Advisers LLC 4,046 $624K 0.23% -112 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,044 $624K 0.3% +33 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,024 $621K 0.36% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 4,019 $620K 0.49% -82 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,009 $619K 0.01% -42 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 4,000 $617K 0.01% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,999 $617K 0.21% new 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 4,000 $617K 0.21% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,942 $608K 0.11% +91 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,934 $607K 0.08% +118 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 3,932 $607K 0.06% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,910 $603K 0.03% +50 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,902 $602K 0.19% -150 13F-HR/A Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 3,882 $599K 0.03% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,866 $596K 0.05% +128 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,860 $596K 0.02% -382 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,851 $594K 0.02% +199 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,850 $594K 0.12% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,834 $592K 0.22% -35 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,833 $591K 0.15% -952 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,828 $591K 0.01% 0 13F-HR Timeline Group CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 3,812 $588K 0.22% -27 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,802 $587K 0.31% -193 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,798 $586K 0.12% -125 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,798 $586K <0.01% +126 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,794 $585K 0.04% +460 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,774 $582K 0.01% -365 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,770 $582K 0.46% +153 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,769 $581K 0.04% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,959 $581K 0.03% +793 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,750 $579K 0.27% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,725 $575K 0.05% -41 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,724 $575K 0.02% -203 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,719 $574K 0.31% +6 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 3,715 $573K 0.03% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,713 $573K 0.25% +75 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 3,684 $568K 0.53% -953 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,810 $563K 0.22% +4 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,633 $560K 0.14% +6 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,600 $555K 0.33% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,597 $555K 0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,584 $553K 0.02% -11 13F-HR Timeline Group Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 3,566 $550K 0.04% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,563 $550K 0.24% +166 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,554 $548K -338 Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,550 $548K 0.38% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,541 $546K 0.02% +138 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,540 $546K 0.05% -5 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 3,538 $546K 0.31% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,504 $541K 0.06% new 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 3,506 $541K 0.39% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,506 $541K 0.05% +35 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 3,505 $541K 0.39% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,504 $541K 0.16% -126 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 3,500 $540K 0.14% new 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 3,474 $536K 0.39% -200 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,471 $536K 0.13% +324 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 3,540 $535K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,461 $534K 0.08% 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,437 $530K 0.05% -502 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,431 $529K 0.11% -838 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,411 $526K 0.05% -40 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,409 $526K 0.03% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,408 $526K 0.52% -8 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 3,406 $525K 0.12% -215 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,400 $525K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 3,402 $525K 0.17% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,380 $521K 0.03% +301 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,379 $521K 0.45% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,377 $521K 0.03% 0 13F-HR Timeline Group DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 3,371 $520K 0.47% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,367 $519K 0.04% -209 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,328 $513K 0.04% +1,065 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 3,320 $512K 0.12% +10 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,293 $508K 0.06% -135 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 3,274 $505K 0.16% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,265 $504K 0.09% -34 13F-HR Timeline Group