Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,704 $525K 0.01% -265 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 5,729 $525K 0.02% +2,056 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 5,687 $524K 0.07% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,684 $524K 0.16% +2,065 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 5,664 $522K 0.34% +86 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,657 $521K <0.01% -5,101 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 5,652 $521K 0.01% -1,896 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,646 $520K 0.03% +28 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,637 $519K 0.02% +256 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 5,606 $519K 0.19% -1,140 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,572 $513K 0.05% +505 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,572 $513K 0.01% -270 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 5,563 $512K 0.16% -1,155 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 5,532 $512K 0.21% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 5,536 $510K 0.27% -530 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,464 $503K 0.36% +107 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 5,645 $502K 0.11% -31 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,441 $501K 0.11% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 5,435 $501K 0.02% -215 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,427 $500K 0.1% -81 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,368 $494K 0.03% +145 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 5,352 $493K <0.01% +259 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 5,344 $492K 0.1% -24 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,344 $492K 0.01% +743 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 5,340 $492K 0.16% +660 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 5,335 $491K 0.06% -75 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,328 $491K 0.03% +4,438 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 5,270 $485K 0.07% +2,900 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,370 $483K 0.05% +807 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,254 $482K 0.01% +1,211 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,193 $478K 0.02% -691 13F-HR Timeline Group NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 5,185 $478K 0.32% -680 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 5,182 $477K 0.23% +596 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 5,162 $476K 0.03% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,193 $472K 0.03% +844 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,116 $471K 0.02% +741 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,043 $463K 0.01% +532 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,025 $462K 0.05% -1,162 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,968 $458K 0.03% +21 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,952 $456K 0.01% -126 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,950 $456K 0.03% -2 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 4,934 $455K 0.31% +22 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 4,915 $453K 0.09% +141 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,891 $451K 0.05% 0 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 4,879 $449K 0.12% +1,963 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,849 $447K 0.08% -1,421 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,793 $442K 0.03% +635 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,788 $441K 0.04% -1,836 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,778 $440K 0.01% -262 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 4,770 $439K 0.05% +349 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,768 $439K 0.02% -1,631 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,715 $439K 0.03% +372 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,754 $438K 0.07% 0 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 4,723 $435K 0.23% -45 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 Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,690 $432K 0.06% +1,487 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,675 $431K 0.04% +732 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 4,880 $429K 0.21% -5,349 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,648 $428K 0.06% +147 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,644 $428K 0.02% -910 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,607 $424K 0.01% -1,104 13F-HR Timeline Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 4,601 $424K 0.02% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,580 $422K 0.01% -233 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,570 $421K 0.27% -142 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 4,508 $415K 0.02% -862 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 4,501 $415K 0.27% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,490 $414K 0.06% +2,020 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 4,463 $411K 0.33% +28 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,447 $410K 0.09% +342 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,441 $409K 0.04% +609 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,435 $409K 0.04% +457 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,425 $408K <0.01% -930 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 4,421 $407K 0.09% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,420 $407K 0.1% -8,942 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 4,373 $402K 0.09% 0 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 4,317 $402K 0.01% +531 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 4,353 $401K 0.05% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,275 $401K 0.01% +1,609 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,341 $400K 0.03% -42 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,320 $398K 0.01% +2,072 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,307 $397K 0.01% +322 13F-HR Timeline Group JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 4,300 $396K 0.08% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 4,252 $396K <0.01% 0 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 4,288 $395K 0.08% +1,421 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,281 $394K 0.03% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,270 $393K 0.01% +2,309 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 4,200 $391K 0.02% 0 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 4,245 $391K 0.32% +11 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,241 $391K 0.01% +1,545 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,233 $390K 0.12% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,165 $388K 0.01% -48 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,179 $385K 0.02% +811 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 4,160 $383K 0.11% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,135 $381K 0.08% +779 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,124 $380K 0.01% +482 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,118 $379K 0.02% +1,780 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,115 $379K 0.02% -703 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,113 $379K 0.02% -675 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 4,110 $379K 0.29% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,108 $378K 0.04% -120 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 4,100 $378K 0.11% -460 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 4,079 $376K 0.03% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,077 $376K <0.01% +86 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,076 $375K 0.04% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,067 $375K 0.02% -7,793 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,067 $375K 0.08% +2,083 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,045 $373K 0.02% +1,439 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,025 $371K 0.02% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,010 $369K 0.02% +559 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,003 $369K 0.14% +348 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,997 $368K 0.04% +63 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,989 $367K 0.01% new 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,986 $367K 0.06% +1,304 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,986 $367K 0.12% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,969 $366K 0.03% -71 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,959 $365K 0.08% +440 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,958 $365K <0.01% +264 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 3,951 $364K 0.05% -473 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,859 $362K 0.27% new 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 3,932 $362K 0.01% +591 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,914 $361K 0.07% +3,127 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 3,911 $360K 0.26% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,910 $360K 0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,896 $359K 0.01% +537 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,028 $358K 0.15% +1,343 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 3,884 $358K 0.02% +2 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,867 $356K 0.02% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,859 $355K 0.06% +129 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,850 $355K 0.17% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,845 $354K 0.15% -3,304 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,843 $354K 0.02% +8 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,809 $351K 0.21% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,802 $350K 0.06% +33 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,802 $350K 0.01% -5,200 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,793 $349K 0.03% -976 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,789 $349K 0.01% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,779 $348K 0.03% +775 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,755 $346K 0.01% +369 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,721 $343K 0.13% +212 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 3,718 $343K 0.02% 0 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 3,715 $342K 0.01% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,702 $341K 0.09% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,682 $339K 0.02% +819 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,681 $339K 0.25% +41 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 3,673 $338K 0.15% +940 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,660 $337K 0.01% -31,553 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,647 $336K <0.01% -152 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,611 $333K <0.01% +121 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 3,608 $332K 0.3% -1,148 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,602 $332K 0.04% -296 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,873 $331K 0.03% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,586 $330K 0.2% -187 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,585 $330K 0.01% +1,008 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,571 $329K 0.04% +643 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,552 $327K 0.09% +45 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,548 $327K 0.08% +194 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,543 $326K 0.05% -214 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,542 $326K 0.01% -1,243 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,526 $325K 0.05% -917 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,525 $325K 0.11% +348 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,516 $324K 0.01% -1,251 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 3,506 $323K 0.23% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,504 $323K 0.03% +689 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,503 $323K 0.01% -1,110 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,502 $323K 0.01% -115 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,455 $318K 0.11% +540 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,441 $317K 0.03% -620 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,440 $317K 0.08% -1 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,435 $316K 0.02% -949 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,428 $316K <0.01% -635 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3,426 $316K 0.05% +600 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,423 $315K 0.01% +2,028 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,400 $313K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,383 $312K 0.01% +27 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,369 $310K 0.04% +602 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,363 $310K 0.04% +28 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,361 $310K 0.1% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 3,358 $309K 0.1% -1,138 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,351 $309K 0.03% -482 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,344 $308K 0.25% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,334 $307K 0.02% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,331 $307K 0.13% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,323 $306K 0.01% -609 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,285 $303K 0.12% -118 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,281 $302K 0.05% +752 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,279 $302K 0.37% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,261 $300K 0.01% -130 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 3,252 $300K 0.15% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,247 $299K 0.02% +460 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,235 $298K 0.02% -440 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,226 $297K 0.07% +1,278 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,215 $296K 0.01% -2,215 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,200 $295K 0.05% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,193 $294K 0.01% -1,133 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,194 $294K 0.05% 0 13F-HR Timeline Group IFS Group,LLC More: the full row for IFS Group,LLC 3,191 $294K 0.26% 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,177 $293K 0.12% -50 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,161 $291K 0.05% new 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,159 $291K 0.03% +17 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,155 $291K <0.01% -206 13F-HR Timeline