FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,704 $640K 0.09% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 5,687 $638K 0.08% 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 5,676 $637K 0.15% 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 5,650 $634K 0.03% -14 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 5,636 $632K 0.3% -801 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,618 $630K 0.04% -38 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 5,578 $626K 0.42% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 5,554 $623K 0.03% -336 13F-HR/A Timeline ING GROEP NV More: the full row for ING GROEP NV 5,535 $621K <0.01% -110,850 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 5,532 $621K 0.22% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,531 $620K 0.02% +1,492 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 5,513 $618K 0.01% -571 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,508 $618K 0.12% -465 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 5,488 $616K 0.46% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,393 $615K 0.03% +135 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,430 $609K 0.01% +1,313 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,414 $607K 0.04% -1,246 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 5,410 $607K 0.06% -125 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,381 $604K 0.03% -131 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 5,370 $602K 0.04% -115 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 5,368 $602K 0.13% 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,357 $601K 0.48% +15 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,355 $601K <0.01% -374 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,038 $595K 0.08% 0 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 5,281 $592K 0.59% 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,223 $586K 0.03% +657 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 5,162 $579K 0.03% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,152 $578K 0.04% +1,700 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 5,129 $575K 0.62% 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 5,102 $572K 0.42% -1,330 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 5,093 $571K <0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,080 $570K 0.02% +1,448 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 5,078 $570K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,067 $568K 0.05% +544 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 5,065 $568K 1.3% -23,035 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,054 $567K 0.03% +590 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,054 $567K 0.16% -1,908 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,040 $565K 0.02% +131 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 5,026 $564K 0.05% -23,182 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,952 $556K 0.04% 0 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 4,951 $555K 0.11% -741 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,947 $555K 0.04% -12 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 4,939 $554K <0.01% -20,391 13F-HR Timeline Group Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 4,912 $551K 0.39% -907 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,909 $551K 0.08% +855 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,891 $549K 0.06% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,859 $545K 0.04% -357 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,818 $540K 0.04% +37 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,813 $540K 0.01% -238 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 4,750 $539K 0.27% +50 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,788 $537K 0.03% +332 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,785 $537K 0.02% -3,772 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,781 $536K 0.01% -525 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 4,774 $536K 0.11% -339 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,769 $535K 0.05% -319 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 4,768 $535K 0.29% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,767 $535K 0.02% -1,504 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 4,756 $534K 0.47% 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,754 $533K 0.09% -354 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,712 $529K 0.35% -205 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 4,680 $525K 0.18% +200 13F-HR/A Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,672 $524K 0.17% +1,402 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,652 $522K 0.03% +2,397 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,613 $517K 0.02% -91 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,601 $516K 0.01% +617 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,590 $515K <0.01% +1,437 13F-HR Timeline Group BDFS Capital LLC More: the full row for BDFS Capital LLC 4,586 $515K 0.26% 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 4,560 $512K 0.15% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 4,519 $507K 0.17% +190 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,501 $505K 0.07% -365 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 4,496 $504K 0.17% 13F-HR/A Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,484 $503K 0.02% -141 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,511 $502K 0.01% -545 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 4,450 $499K 0.32% 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,443 $498K 0.08% -374 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 4,435 $498K 0.41% 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 4,424 $496K 0.07% -271 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 4,421 $496K 0.07% +528 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 4,421 $496K 0.11% 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,419 $496K 0.08% -533 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 4,397 $493K 0.4% 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,395 $493K 0.1% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,384 $492K 0.02% -26 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,383 $492K 0.03% -75 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,381 $491K 0.06% +2,597 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,375 $491K 0.03% +261 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 4,373 $490K 0.11% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 4,353 $488K 0.07% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,349 $488K 0.03% +1,433 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,343 $487K 0.02% -4 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 4,336 $486K <0.01% -187 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,326 $485K 0.02% -144 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 4,252 $485K <0.01% -51,855 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,300 $482K 0.05% new 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 4,300 $482K 0.09% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 4,200 $479K 0.03% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,213 $478K 0.02% -7 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 4,234 $475K 0.39% +150 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,233 $475K 0.14% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,228 $474K 0.05% -3 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 4,224 $474K <0.01% +364 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,209 $472K 0.01% 0 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,174 $468K 0.17% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clean Yield Group More: the full row for Clean Yield Group 4,160 $467K 0.13% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,158 $466K 0.03% -662 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 4,110 $461K 0.57% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,109 $461K 0.01% -5,286 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,105 $460K 0.1% -671 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,098 $460K 0.02% +295 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,063 $456K 0.01% +24 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,061 $456K 0.04% +390 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,057 $455K 0.01% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,040 $453K 0.04% -52 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,025 $452K 0.02% -350 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,014 $450K 0.09% +55 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 4,000 $449K 0.01% 0 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 4,000 $449K 0.14% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,991 $448K 0.01% -70 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,987 $447K 0.01% +456 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,985 $447K 0.01% +371 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,978 $446K 0.05% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,043 $443K 0.01% +1,661 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,943 $442K 0.04% -112 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,940 $442K 0.02% +1,653 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,934 $441K 0.05% -5,927 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,932 $441K 0.01% +878 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,929 $441K 0.06% -12,722 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,898 $437K 0.06% +214 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 3,882 $435K 0.02% 0 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,874 $435K 0.18% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,867 $434K 0.02% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,850 $432K 0.2% -364 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,837 $430K 0.14% -2,558 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,835 $430K 0.02% -108 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,833 $430K 0.04% -800 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,832 $430K 0.04% +1,090 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 3,786 $429K 0.01% -2,019 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,799 $426K <0.01% -2,111 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 3,789 $425K 0.26% -62 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,773 $423K 0.24% -395 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,769 $423K 0.08% +3,299 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,563 $422K 0.05% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,757 $421K 0.07% +158 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,754 $421K 0.02% 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,730 $417K 0.07% +1,073 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 3,718 $417K 0.02% 0 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 3,715 $417K 0.02% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,713 $416K 0.03% -5 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,700 $415K 0.06% -268 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,702 $415K 0.11% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,694 $414K <0.01% +1,083 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,680 $413K 0.11% -218 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,675 $412K 0.03% 0 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 3,673 $412K 0.01% +723 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,655 $410K 0.16% -520 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,642 $409K 0.01% -195 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,640 $408K 0.27% -52 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,629 $407K 0.04% -10 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,619 $406K 0.13% -200 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,617 $406K 0.02% +41 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,611 $405K 0.02% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,584 $402K 0.13% +37 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,572 $401K 0.03% +30 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,556 $399K <0.01% +8 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,546 $398K 0.01% -240 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,528 $396K 0.08% -212 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,519 $395K 0.09% -571 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,513 $394K 0.13% 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,509 $394K 0.16% -94 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,507 $393K 0.11% -327 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 3,506 $393K 0.28% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 3,504 $393K 0.07% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,501 $393K 0.01% +269 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,490 $392K 0.01% +562 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,487 $391K 0.08% +2,056 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,451 $387K 0.02% +110 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,441 $386K 0.09% -342 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,425 $384K <0.01% +191 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,416 $383K 0.1% -54 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,403 $382K 0.15% -143 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 3,400 $381K 0.03% +1,700 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,400 $381K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,391 $380K 0.01% -130 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,386 $380K 0.01% -491 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,368 $378K 0.03% -2,068 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,367 $378K 0.03% -213,542 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,361 $377K <0.01% -1,261 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,359 $377K 0.01% -2,080 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,356 $377K 0.08% -362 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,356 $376K 0.01% +1,060 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,354 $376K 0.09% +176 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,344 $375K 0.29% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,341 $375K 0.01% -3,037 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,337 $374K 0.02% -123 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,335 $374K 0.07% +134 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,334 $374K 0.02% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,305 $371K 0.18% -215 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 3,290 $369K 0.01% new 13F-HR/A Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,279 $368K 0.44% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,258 $365K 0.01% -209 13F-HR Timeline Group